U.S. federal trademark · Serial No. 87695461 · Reg. No. 5640644
Financial advisory and consultancy services, namely, financial planning, financial planning for retirement, social security claims administration, financial investment brokerage, debt management, lifestyle planning in the nature of income planning, insurance consultancy, underwriting of annuities, and legacy planning, namely, estate planning; Financial information provided by electronic means in the field of financial planning, retirement planning, social security, investing, debt management, income planning, insurance, annuities, taxation, and legacy planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.