U.S. federal trademark · Serial No. 90721501 · Reg. No. 6737417
Financial advice, namely, budget planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, creating personalized strategies for achieving financial independence, investment brokerage service; Financial retirement plan consulting services; Insurance services, namely, insurance eligibility review and verification and consultation in the life and health insurance industry
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.