Credit and financial consultation; Estate planning; Financial advisory and consultancy services; Financial analysis and consultation; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, developing strategies using insurance and financial products to assist clients in optimizing their financial circumstance; Financial services, namel...

Credit and financial consultation; Estate planning; Financial advisory and consultancy services; Financial analysis and consultation; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, developing strategies using insurance and financial products to assist clients in optimizing their financial circumstance; Financial services, namel...

Charitable fund raising