U.S. federal trademark · Serial No. 97511904 · Reg. No. 7149906
Financial consultancy and insurance consultancy; Financial consulting; Financial management in the field of investment portfolios and employee pension plans; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Insurance agencies; Insurance and financial information and consultancy services; Insurance services, namely, underwriting, issuing and administration of life insurance; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.