U.S. federal trademark · Serial No. 88145668 · Reg. No. 5777719
Financial planning; investment management; financial planning for retirement; estate planning; providing financial information; insurance information and consultancy services; financial wealth management services; financial risk management; financial consultation to businesses in the fields of business continuation, business succession, employee benefits, deferred compensation, business insurance and retirement; providing financial information and advice regarding employee benefit plans; insurance agency services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.