U.S. federal trademark · Serial No. 88396175
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management of employee pension plans; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial trust planning; Investment management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.