U.S. federal trademark · Serial No. 87135796 · Reg. No. 5175674
Business strategic planning services
Financial and investment services, namely, management and brokerage in the fields of securities, stocks, bonds, mutual funds, annuities, and 401(k) plans; financial planning and investment advisory services; insurance brokerage services; investment management; financial portfolio analysis services; estate planning; estate trust management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.