U.S. federal trademark · Serial No. 75850628
Estate planning services for individuals and families; financial planning services for individuals and families; insurance administration services for individuals and families; bill payment services for individuals and families; estate management services for individuals and families
Financial education services, namely, conducting seminars for individuals and families in the field of budgeting, financial planning, investment planning, estate planning and financial management
Accounting services for individuals and families
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.