U.S. federal trademark · Serial No. 88158958 · Reg. No. 5930148
Investment management, financial planning, providing information in insurance planning matters, namely, providing information about healthcare insurance plans, property and casualty plans; estate planning, Medicare planning, social security financial planning and consulting services in the field of financial management and investment management rendered to individuals, financial information; financial planning, namely, tax planning
Tax preparation; tax 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.