U.S. federal trademark · Serial No. 99765814
Strategic financial advisory services; Financial wealth management services; Providing financial advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Family office services in the nature of financial wealth management services; Insurance brokerage; Insurance brokerage services; Insurance agency and brokerage; Health insurance consultancy; Providing health insurance information; Providing information about healthcare insurance plans; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.