U.S. federal trademark · Serial No. 98975835 · Reg. No. 7811552
Financial services, namely, wealth management services; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial retirement plan consulting services; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Financial administration of retirement plans; Financial planning for retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.