U.S. federal trademark · Serial No. 86923334 · Reg. No. 5058617
Financial planning; Financial planning and investment advisory services; Financial retirement plan consulting services; Insurance consultancy; Insurance consultation; Financial retirement plan consulting services; Financial administration of retirement plans; Financial planning for retirement; Financial services, namely, wealth management services; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.