TOWERMARK
Mark Identification

TOWERMARK

Serial Number

97227355

Filing Date

Jan 19, 2022

Registration Date

Aug 22, 2023

Trademark by

TOWERMARK WEALTH MANAGEMENT LLC

Active Trademark

Classification Information

Investment management and investment advisory services; Providing information in the field of personal finance, namely, personal financial planning and financial planning for retirement; Providing information and advice in the field of finance and financial investments in particular advice on finance during retirement; Tax-efficient investing services and advising on tax-efficient investment strategies in the nature of investment in public equities, asset acquisition, fixed income investing, private equity investing, and hedge fund investing; Life, Health, Long-term care and accident insurance brokerage; Insurance planning and review, namely, insurance eligibility and needs consultation and planning in the fields of life, health, accident and long-term care insurance; Issuance and administration of annuities; Estate planning, in particular, estate conservation and settlement; Estate trust management and trust services, namely, investment and trust company services; Financial retirement plan consulting services and brokerage in the field of company-sponsored retirement plans and employee benefit plans concerning insurance and investments; Financial consulting services in investment and accumulation strategies to help pay for a child's education

Insurance and Financial