U.S. federal trademark · Serial No. 98388328 · Reg. No. 7608481
Financial administration of retirement plans consisting of 401K and IRA plans; Financial advisory and consultancy services featuring customized financial plans to help clients achieve their goals; Financial planning featuring customized financial plans to help clients achieve their goals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.