U.S. federal trademark · Serial No. 87146565 · Reg. No. 5170956
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial information and advisory services; Financial investment brokerage services; Investment advice; Life insurance brokerage; Financial planning and investment advisory services; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.