U.S. federal trademark · Serial No. 88206919 · Reg. No. 5947588
Tax planning services
Financial planning and advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Financial portfolio management and analysis services; Financial services, namely, providing investment options for retirement planning, consisting of managed assets, brokerage, annuities, life insurance products, and long-term care insurance; Providing a website featuring information in the field of financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.