U.S. federal trademark · Serial No. 98150817
Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial investment brokerage services; Insurance agencies in the field of life, disability, long term care, and business insurance; Insurance consulting in the field of life, disability, long term care and business insurance; Insurance services, namely, insurance eligibility review and verification and consultation in the life, disability, long term care and business insurance industry; Insurance services, namely, underwriting, issuing and administration of life insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.