U.S. federal trademark · Serial No. 85886993
Financial planning and investment advisory services; Financial planning for retirement; Wealth management services; Financial portfolio management; Insurance Services, namely, insurance eligibility review, verification and consultation in the health, accident, fire, real estate, professional liability, casualty, boat and automobile industries; Insurance services, namely, underwriting, issuance and administration of health, accident, fire, real estate, professional liability, casualty, boat and automobile insurance; Providing information in the field of workers' compensation; Fiduciary services, namely, fiduciary representative services; Trustee services; Financial due diligence; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Financial consulting and advising in the field of mergers and acquisitions; Claims administration in the field of workers' compensation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.