U.S. federal trademark · Serial No. 86584822 · Reg. No. 4850806
Financial investment analysis and planning; estate planning; financial planning for retirement income and management of retirement income distribution; financial analysis, advice and brokerage services for insurance policies in the fields of life, health and long term care; financial planning for educational needs; financial analysis and planning for life changes; wealth management information and services; providing a website featuring financial planning and wealth management information; providing a web-based on-line portal that provides customer access to financial information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.