U.S. federal trademark · Serial No. 77599306
investment consultation, investment brokerage, investment banking, and investment management services; financial investment services in the fields of securities, mutual funds, certificates of deposit, and portfolio management; estate planning services; financial planning for retirement; insurance consultation and insurance brokerage services; financial evaluation for insurance purposes; providing information in the field of financial investment and insurance services, namely, insurance brokerage, professional money management services, retirement, financial and estate planning services, financial portfolio management, and financial investment, security, commodity and stock brokerage services, all provided to tax and accounting professionals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.