HB HOMRICH BERG WEALTH MANAGEMENT
Mark Identification

HB HOMRICH BERG WEALTH MANAGEMENT

Serial Number

88582053

Filing Date

Aug 16, 2019

Registration Date

Aug 11, 2020

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 services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial planning for retirement; 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, estate settlement services; 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

Insurance and Financial