U.S. federal trademark · Serial No. 97345219 · Reg. No. 7216103
Advice on finance during retirement; Estate planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Financial advice; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial management; Information, advisory, consultancy and financial research services relating to finance and investments; Investment advice; Investment advisory services; Investment consultancy; Providing information, commentary and advice in the field of finance, financial investments and financial valuations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.