U.S. federal trademark · Serial No. 88810132
Customized personal financial and advisory services, namely, providing information, analysis, and advice in the fields of finance, financial investments, retirement planning, retirement savings, and retirement fund distribution, budgeting, banking, borrowing, education savings planning, college savings planning, and financial risk management and insurance planning; investment consultation; all by means of a global computer network, by wireless mobile devices, and by telephone
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.