U.S. federal trademark · Serial No. 99916981
Financial planning and investment advisory services; Financial retirement plan consulting services; Financial investment brokerage services; Financial information and advisory services; Financial portfolio analysis services; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Insurance consulting in the field of variable and fixed annuities and life, disability and long term care insurance; Financial advice relating to tax; Financial trust planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.