U.S. federal trademark · Serial No. 97686163 · Reg. No. 7253909
Financial retirement plan consulting services; Financial services in the nature of an investment security; Financial services, namely, wealth management services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning and investment advisory services; Insurance and financial information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.