U.S. federal trademark · Serial No. 97442308
Investment and financial services, namely, investment advisory services; general investment management and investment management in the fields of retirement account management and administration; general financial planning services; financial planning services targeted for retirement; financial management and administration of employee pension plans in the nature of computerized financial analysis, tracking, and reporting of pension and retirement benefits and account returns
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.