U.S. federal trademark · Serial No. 99577484
Financial advice and consultancy services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, in the fields of private and public equity and debt investment services; investment advice; providing a website featuring personal financial information and financial advice; retirement planning services, namely, financial planning for retirement; estate planning services; insurance services, namely, insurance agency and brokerage; consulting and information concerning insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.