U.S. federal trademark · Serial No. 98772544 · Reg. No. 7818141
Financial planning; Insurance brokerage services; Investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial advice relating to tax; Financial services, namely, wealth management services; Investment management in the fields of retirement and wealth building; Life insurance brokerage; Providing insurance information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.