U.S. federal trademark · Serial No. 78464214 · Reg. No. 3062469
Financial analysis and consultation services in the fields of retirement accounts and plans, transfers/rollovers to retirement accounts, personal savings accounts, and health and life insurance; administration of employee benefit plans; financial management services; financial planning services; investment management services; fund investment consultation services; funds investment services; investment of funds for others; financial investment management services, namely asset management services; insurance services, namely, insurance consultation; and trust services, namely, investment and trust company services; fiduciary representative and financial trust operations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.