U.S. federal trademark · Serial No. 88871780 · Reg. No. 6204372
Estate planning services, namely, working with clients and their legal and/or tax professionals to develop a personal estate plan; Financial planning services, namely, developing personal financial plans that enhance the investment experience and recommending strategies and solutions to meet long- and short-term financial objectives; Insurance services, namely, advising and offering plans in the areas of life insurance, long term care insurance, and disability insurance; Financial investment services in the field of securities
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