U.S. federal trademark · Serial No. 98174048 · Reg. No. 8014602
Financial advice and consultancy services; Financial planning; Insurance services, namely, underwriting, issuance and administration of disability, life, and long-term care insurance; Investment advice; Financial services, namely, wealth management services
Business planning; Business succession planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.