Software as a service (SAAS) services, namely, hosting software for use by others for use in automatically monitoring the user's financial accounts; Providing a website featuring on-line non-downloadable software that enables users to automatically monitor their financial accounts

Assistance in management of wealth, namely, providing financial advice for individuals; Assistance in management of personal wealth; Assistance in management of personal finances; Assistance and consultancy services in the field of money management for individuals; Assistance in management of money; Assistance in management of personal investments; Asset management services, namely, managing of wealth and money; Cash management; Financial consultation services; Financial affairs and monetary ...

Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card ...

RECORDED WALLET SIZE STORAGE DISKS FEATURING LEGAL DOCUMENTS WITH SIGNATURES

providing internet access services to subscribers of the internet, namely, information on insurance, banking, financial and investment

Financial analysis and consultation; Financial consultation; Financial evaluation for insurance purposes; Financial planning; Financial planning consultation; 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

Financial planning; Investment advisory services; Investment management

Providing analysis, consulting and investment advisory services for others, namely, cashflow planning in the nature of cash management, financial planning, investment management services, asset protection planning, namely, financial asset management, financial retirement planning, financial risk management services, estate planning, wealth management services, and insurance consulting in the field of life insurance

Business consultation services, namely, providing asset protection consultation to business owners for assessing their personal liability and assisting businesses to protect their assets

Business consultation services, namely, providing asset protection consultation to business owners for assessing their personal liability and assisting businesses to protect their assets