U.S. federal trademark · Serial No. 97262004 · Reg. No. 7153849
Financial services in the nature of reviewing savings and investments and providing an analysis thereof, providing recommendations for existing and new savings and investment options, offering support and advice in retirement savings and investing
Providing a website featuring online non-downloadable software for reviewing the progress of savings and investment strategies and for recommending possible adjustments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.