U.S. federal trademark · Serial No. 87692294
Advising, consulting, and counseling, namely, financial consulting in the fields of estate planning, business planning, and business continuity, life insurance, disability insurance, key man insurance, insurance products, qualified retirement plans, retirement plan administration, and personal investments and financial products; insurance brokerage services; financial investment brokerage services; financial planning and investment advisory services; brokerage services for stocks, bonds, commodities, and capital investments; business brokerage services and related consulting pertaining to business sales, mergers, acquisitions, and business valuations; developing financial plans and blueprints for clients, namely, financial planning consultation
Advising, consulting, and counseling in the fields of business planning and business continuity consulting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.