U.S. federal trademark · Serial No. 77355791 · Reg. No. 3476104
Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consultation; Tax preparation
Financial administration of retirement plans; Financial planning for retirement; Providing a web site that assists financial professionals in the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Life insurance brokerage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.