PLAN. INVEST. INSURE.
Mark Identification

PLAN. INVEST. INSURE.

Serial Number

97868340

Filing Date

Mar 31, 2023

Registration Date

Feb 27, 2024

Trademark by

MULLERVY SEAN

Active Trademark

Classification Information

Advice on finance during retirement; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, risk management, tax planning, retirement, and wealth management; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial information; Financial information provided by electronic means; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, risk management, tax planning, retirement, and wealth management; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Investment advice; Investment advice in the fields of risk management, tax planning, retirement, and wealth management; Investment advisory services; Investment consultation; Investment consultation in the fields of risk management, tax planning, retirement, and wealth management; Investment management in the fields of risk management, tax planning, retirement, and wealth management; Providing financial assessment services to corporate executives, families, healthcare professionals, retirees, and sudden wealth individuals; Providing financial information; Providing financial information via a website; Providing information in the field of finance; Providing information in the field of personal finance

Insurance and Financial