Mark Identification

Serial Number

98870470

Filing Date

Nov 25, 2024

Trademark by

PRISM FINANCIAL GROUP LLC

Classification Information

Financial advisory services, namely, advising others on retirement income planning, tax planning, risk management and asset protection, insurance planning, eldercare and long-term care planning, Social Security planning, 529 and college planning, strategic money management, investment withdrawal strategy, business succession planning, charitable giving, family support issues, second opinions, retirement planning, education planning, and investment management.

Insurance and Financial