U.S. federal trademark · Serial No. 90322720
Financial administration of retirement plans; Financial advisory and consultancy services; Financial asset management; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Insurance consulting in the field of life insurance; Insurance information and consultancy; Investment management of and distribution of annuities; Life insurance brokerage; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.