U.S. federal trademark · Serial No. 90665716 · Reg. No. 6704674
Estate planning; Financial planning; Investment advisory services; Life insurance brokerage; Life insurance underwriting; Financial planning for retirement; Financial services, namely, wealth management services
Business risk management; Business succession planning; Insurance claims auditing services; Tax and taxation planning, advice, information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.