U.S. federal trademark · Serial No. 87442166 · Reg. No. 5354663
Financial services, namely, wealth management services; Financial administration of employee pension plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial asset management; Financial consultancy; Financial consulting; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial portfolio analysis services; Financial retirement plan consulting services; Financial trust administration; Financial trust planning; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance consultation; Administration of employee benefit plans concerning insurance and finance; Financial planning for retirement; Financial administration of retirement plans; Financial consultancy and insurance consultancy; On-line financial planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.