financial services in the nature of financial analysis, financial consultation, financial planning, financial management, and financial investment in the field of mutual funds, money market funds, pension plans, IRAs, stocks and bonds; and insurance services, namely underwriting and administration of life insurance and annuities

financial services in the nature of financial analysis, financial consultation, financial planning, financial management and financial investment in the fields of mutual funds, money market funds, pension plans, IRAs, stock and bonds; and insurance services, namely underwriting and administration of life insurance and annuities