U.S. federal trademark · Serial No. 99203832
Providing online non-downloadable computer software platforms for managing post-bankruptcy disposable income; Providing on-line non-downloadable software for tracking financial goals, generating savings plans, and monitoring insurance coverage; Providing temporary use of on-line non-downloadable software for financial planning, account management, insurance analysis, and retirement savings tools
Savings account services; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Individual retirement account services; Financial analysis and consultation; Providing financial information and financial advice via a website; Financial planning and investment advisory services; On-line financial planning services; Financial portfolio analysis services; Financial portfolio management; Banking services provided via web-based platforms; Insurance consultation; Financial risk assessment services; Insurance brokerage services; Providing information in insurance matters; Consulting and information concerning insurance; Administration of savings accounts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.