| Goods and Services | Checking account services; Administration of savings accounts; Corporate savings account 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; Maintaining escrow accounts for investments; Maintaining mortgage escrow accounts; Providing bank account information by telephone; Savings account services; Credit and financial consultation; Electronic financial service for the purchase of savings bonds; Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial loan consultation; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial risk management; Financial risk management consultation; Financial services in the field of money lending; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, money lending; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, mortgage planning; Online financial planning services; Providing on-line financial calculators; Mortgage banking; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage brokerage; Mortgage lending; Mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and banks; Mortgaging of securities for others; Home equity loans; Installment loans; Lease-purchase loans; Loan financing; Providing loans secured by commercial paper; Providing temporary loans; Revolving loans; Savings and loan services; Electronic transfers of money; Money order services; Advice relating to investments; Capital investment consultation; Commodity investment advice; Equity capital investment; Funds investment; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment by electronic means; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Mutual fund investment; Private equity fund investment services; Real estate investment; Accident insurance underwriting; Brokerage in the field of insurance; Insurance consultation; Insurance underwriting consultation; Insurance underwriting services for all types of insurance; Providing information in insurance matters; Insurance brokerage; Life insurance brokerage; Providing stock market information; Providing stock/securities market information; Safe deposit box services; Safety deposit box services |
