U.S. federal trademark · Serial No. 86656552
Business succession planning
Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Estate planning; Financial information and advisory services excluding managing venture funds; Financial retirement plan consulting services; Financial services, namely, wealth management services excluding managing venture funds; Insurance and financial information and consultancy services; Investment advisory services excluding managing venture funds
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.