Serial Number
86614595
Owner
HERITAGE STRATEGIES LLCAttorney
Robert S. BroderFiling Date
Apr 29, 2015
HS HERITAGE STRATEGIES LLC Trademark
Serial Number: 86614595 • Registration: 4967529
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 16 - Paper Goods
Paper and cardboard; printed matter; bookbinding material; photographs; stationery
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
Robert S. Broder Collard & Roe, P.C.
1077 NORTHERN BLVD
ROSLYN, NY 11576-1614
United States
Trademark Details
Filing Date
April 29, 2015
Registration Date
May 31, 2016
Published for Opposition
March 15, 2016
Goods & Services
Assistance, advice, and consultancy with regard to financial planning and financial analysis in the field of finances, financial management, the acquisition of income and capital, debt and credit management, investment advisory services, financial asset protection, and insurance advising and consulting services; Consulting services in the field of state and federal employee benefit plans concerning finance and insurance; Consulting and information concerning insurance; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial consulting services, namely, expert analysis in finance; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Investment advisory services; Financial services, namely, savings programs for individuals and administration of savings programs; On-line financial planning services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of finance, financial valuations, the financial aspects of retirement, debt and credit management, financial asset protection, and insurance advisory and consulting services; Providing information in the field of finance and insurance; Strategic financial advisory services; Advice and consultancy with regard to estate planning; Providing information and advice in the field of estate planning
Print publications, namely, books in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, tax planning, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith, family, health and wellness
Assistance, advice, and consultancy with regard to business practice and business management, business succession planning, tax planning
