U.S. federal trademark · Serial No. 77392151 · Reg. No. 3693426
Estate planning; Financial planning and investment advisory services; Financial services, namely, investment fund transfer and transaction services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Financial consultancy and insurance consultancy; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Life insurance brokerage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.