U.S. federal trademark · Serial No. 77343900 · Reg. No. 3569063
Financial planning and investment advisory services; Life insurance brokerage; Advice relating to investments; Investment advice; Investment services, namely, asset acquisition, consultation, development and management services; Estate planning; Financial planning for retirement; Insurance brokerage in the field of disability
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.