U.S. federal trademark · Serial No. 98927092 · Reg. No. 7795505
Annuity services, namely, account and investment administration; Estate planning; Financial advice relating to tax; Financial consulting; Financial planning; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Insurance consultancy; Providing information regarding financial investment strategies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.