U.S. federal trademark · Serial No. 97225710 · Reg. No. 7096624
Financial advice; Financial analysis and consultation; Financial asset management; Financial consultation; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial risk assessment services; Financial risk management; Insurance brokerage; Insurance brokerage services; Insurance consultation; Insurance risk management; Life insurance brokerage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.