U.S. federal trademark · Serial No. 88392530 · Reg. No. 5902157
Financial planning; Providing financial and investment advice, personalized wealth management strategies, and insurance consultation to individuals and businesses relating to general finances, retirement, estates, college tuition, investment management, life insurance, annuities, and long term health care; Financial analysis and research services; Financial consulting services, including expert analysis in finance; Financial information and advisory services; Financial portfolio analysis services; Financial research and information services; Strategic and tactical financial advisory services; Insurance and financial information and consultancy services; Estate trust management; Estate planning; Financial asset management; Retirement plan consulting; Retirement plan asset management; Financial retirement plan advisory consulting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.