U.S. federal trademark · Serial No. 97775600 · Reg. No. 7545850
Estate planning; Financial consulting; Financial planning; Financial portfolio analysis services; Insurance brokerage; Insurance brokerage services; Insurance consultation; Insurance information; Investment brokerage; Financial asset management; Financial portfolio management; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning for retirement; Financial services, namely, wealth management services; Investment services, namely, asset acquisition, consultation, development and management services; Providing insurance information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.