U.S. federal trademark · Serial No. 76612814 · Reg. No. 3268798
Financial planning services relating to group benefit plans, group retirement plans, and financial planning and investments, comprising consultation and advice on issues relating to cash and risk management, taxation, retirement estate and education planning, wealth accumulation, management and preservation; registered and non-registered investment planning; management of investment funds and portfolios; corporate asset management; business succession and key person insurance, group retirement plans; group benefit plans; group life, health, medical, disability, dental, accidental death and dismemberment, home, auto, travel and employee assistance insurance benefits and consultation; group pension and retirement strategies; employee benefit programs; mutual fund investment services; operating a website designed to distribute and disseminate comprehensive financial planning information relating to group benefit plans, group retirement plans, and financial planning and investments to clients and the public
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.