U.S. federal trademark · Serial No. 98887704 · Reg. No. 7903993
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, creating personalized strategies for achieving financial independence and for wealth management; Financial retirement plan consulting services; Insurance brokerage; Insurance consultation; Insurance information; Providing information in the field of financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.