U.S. federal trademark · Serial No. 97358514 · Reg. No. 7014428
Financial consultancy and insurance consultancy; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Financial trust planning; Insurance and financial information and consultancy services; On-line financial planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.