HB HOMRICH BERG WEALTH MANAGEMENT
Mark Identification

HB HOMRICH BERG WEALTH MANAGEMENT

Serial Number

77566450

Filing Date

Sep 10, 2008

Registration Date

Nov 24, 2009

Trademark by

HB WEALTH MANAGEMENT LLC

Active Trademark

Classification Information

College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans; Financial advisory and consultancy services; Financial evaluation for insurance purposes; Financial management; Financial planning and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, estate settlement services; Financial trust operations

Insurance and Financial