U.S. federal trademark · Serial No. 87182956
Financial services, namely, wealth management; Financial services, namely, advice relating to investments, asset management, cash management; Financial analysis and consultation, financial planning consultation, financial portfolio management; Insurance services, namely, writing property and casualty insurance; Investment consultation and management services; Financial planning, consultation, investment and investment brokerage services for individual retirement accounts (IRAs), Roth and education IRAs, funds investment and consultation, portfolio management, stock brokerage, mutual funds, bonds, money market accounts, trust and estate planning, and executor, trustee and custodial services; Banking services featuring the provision of certificates of deposit; Financial management; Administration of employee benefit plans, concerning finance, namely, employee pension plans, retirement plans, profit-sharing and money purchase plans, pension trust services, 401K plans, distribution of retirement funds, and beneficiary distribution services; Providing information and consultation related to all of the above
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.