U.S. federal trademark · Serial No. 97347213 · Reg. No. 7167159
Financial services for individuals, namely, wealth management services, financial management of investment portfolios, financial planning for retirement, consultancy in the field of life insurance, life insurance brokerage, and issuing life insurance; and financial services for companies, namely, financial retirement plan consulting services in the field of creation of retirement plans and financial administration of retirement plans
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