U.S. federal trademark · Serial No. 99414158 · Reg. No. 8301160
Financial planning for retirement; Financial services, namely, wealth management services; Investment advice; Investment management; Investment consultation; Investment of funds for others; Financial asset management; Insurance services, namely, underwriting, issuing and administration of life insurance; Financial advice relating to tax; Insurance services, namely, underwriting life and health insurance; Long-term care insurance underwriting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.