U.S. federal trademark · Serial No. 98270894 · Reg. No. 7804904
Advice on finance during retirement; Consulting and information concerning insurance; Estate planning; Financial advice relating to tax; Financial asset management; Financial services, namely, wealth management services; Insurance agency and brokerage; Insurance consultation; Insurance information and consultancy; Insurance risk management; Insurance services in the nature of loss control management for others; Investment management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.