U.S. federal trademark · Serial No. 98056239 · Reg. No. 8336005
Customized financial advisory and brokerage of insurance and investments to individuals and businesses; financial planning; financial planning for retirement; investment management; financial advice relating to tax; consulting services in the field of tailoring executive employee insurance, financial, and health insurance benefits; consulting services in the field of employee benefit plans concerning insurance and finance; financial planning for funding education; estate planning; insurance consultancy and brokerage; life, disability and long term care insurance brokerage; investment management of annuities; debt counseling services.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.