U.S. federal trademark · Serial No. 97166778
Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial retirement plan consulting services; Insurance policy review, namely, determining the amount of insurance, namely, life, long term care, and disability insurance, is needed and uncovering any gaps that exist; Group voluntary insurance benefits review, namely, determining gaps in employer coverages that exist, including life, short or long term disability, or critical illness, and providing supplemental insurance offerings through payroll deduction
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.