U.S. federal trademark · Serial No. 97675579 · Reg. No. 7371017
Financial analysis; Financial planning; Financial services, namely, wealth management services; Financial investment brokerage; Financial portfolio management; Financial information and management; Financial consultancy and insurance consultancy and advisory services; Financial planning consultation; Financial retirement plan consulting services; Providing on-line financial calculators; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients; Financial administration of retirement plans; Insurance services, namely, administration of life, vehicle, property, health, accident, fire, flood, and umbrella insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.