U.S. federal trademark · Serial No. 86730140 · Reg. No. 4967890
Business succession planning
Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Estate planning; Financial advice; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Investment advice
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.