U.S. federal trademark · Serial No. 98871596 · Reg. No. 7925868
Financial services, namely, wealth management services; Financial planning; Estate planning; Insurance risk management; Estate trust planning; Financial trust planning; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Financial planning for retirement; Insurance and financial information and consultancy services; Financial planning and investment advisory services; Providing information in the field of employee financial benefit plans; Financial planning consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.