U.S. federal trademark · Serial No. 99483239
Financial planning for retirement; Financial consultation in the field of retirement planning; investment management and portfolio analysis for retirement accounts; financial risk assessment, asset allocation, and wealth management services; providing financial information regarding retirement savings, income strategies, and investment options; Financial risk assessment services; Financial wealth management services; Providing information regarding financial investment strategies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.