U.S. federal trademark · Serial No. 99534966
Investment advice, namely, providing information and advice in the field of finance, financial investments, financial valuations, financial planning including money management advice, tax strategies and planning, retirement planning, investing, and wealth management; Providing information and assistance to others in the field of estate planning and estate management services; Providing information and assistance to others in the field of Medicare planning and enrollment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.