U.S. federal trademark · Serial No. 86375600 · Reg. No. 4802381
Financial advisory and consultancy services; providing information in the field of personal finance; financial services in the field of asset acquisition and management; asset protection consulting; insurance services, namely, insurance claims processing, providing advice concerning life insurance underwriting and rate quotes; budget planning; financial risk management consultation; financial information and advisory services, namely, providing information regarding educational funding, financial aid applications and regulations; financial services, namely, wealth management services; bill payment services
Insurance claim auditing services; business risk management; income tax planning, namely, income tax consultation and preparation; family office services, namely, providing office functions for others; payroll administration and management and related advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.