U.S. federal trademark · Serial No. 99704869 · Reg. No. 8484064
Financial planning; Financial consultation; Financial management; Estate planning; Social security and Medicare claims administration and consulting services rendered to individuals; Financial planning for retirement; Financial advice on retirement; Financial retirement plan consulting services; Financial planning and investment advisory services; Providing information in the field of financial planning; Advice on finance during retirement; Financial advice relating to retirement; Individual retirement account services; Annuity services, namely, account and investment administration
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.