U.S. federal trademark · Serial No. 87737851 · Reg. No. 5529999
Financial planning, namely, Financial planning and investment advisory services; Financial planning, namely, financial planning relating to estate planning, retirement planning, investment management, income planning, disability income planning, charitable contributions, employee benefits, social security, long term care and life insurance, and fee based and commission based investment and retirement advice
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.