| Goods and Services | Estate planning; financial planning; wealth management, namely, financial management; investment management services; family financial services, namely, financial planning for families; trust administration which is financial in nature; tax payment processing services; advisory services in the field of administration of employee benefit plans concerning group healthcare insurance plans and business insurance offered to employees in addition to standard benefits such as medical, dental, vision, accident, life insurance, short term disability, long term disability, cancer insurance, accidental death and dismemberment; advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, vision, accident, life insurance, short term disability, long term disability, cancer insurance, accidental death and dismemberment; brokering of insurance; Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indexes of financial securities; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indexes of financial securities; investment advice and management in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indexes of financial securities; check processing and bill payment services; financial information provided by electronic means; administration of employee pension plans; financial planning; cash management account services; providing financial portfolio management services; providing an interactive online computer database in the field of financial portfolio management, financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans, and investment time frames; providing information by phone and by online means in the field of investment account information and financial research; providing an online computer database in the fields of investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance, and financial planning; advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, vision, accident, life insurance, short term disability, long term disability, cancer insurance, accidental death and dismemberment; brokering of insurance; financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans |
