U.S. federal trademark · Serial No. 75420900 · Reg. No. 2301036
Financial consulting and planning services in the areas of estate planning, budget counseling, college planning, [ retirement planning and ] wills; [ insurance services, namely, brokerage of life, health, disability and auto insurance; ] real estate and mortgage brokerage services; loan financing; [ investment services, namely, ] annuities, [ mutual funds, ] individual retirement accounts and pension investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.