Financial asset management; business brokerage; commodity brokerage, insurance brokerage; investment brokerage; mutual fund brokerage; stock brokerage; brokerage houses in the field of stocks, commodities, and futures; insurance brokerage in the field of life insurance and annuities; investment brokerage in the field of life insurance and annuities; mutual fund brokerage in the field of life insurance and annuities; security brokerage; capital investment consultation; commodity investment adv...

Charitable services, namely, providing financial information and services to healthcare providers.; Providing information in the field of financial planning for healthcare providers.

Providing information about the goods and services of others via the global computer network

Providing a web site on the global computer information network with information about investments, financial planning, and financial services

Income tax consultation and preparation

Educational and training services, namely, conducting seminars, classes, conferences and workshops relating to the subject areas of tax strategy, tax development, tax planning, tax consultation, and tax referral

Printed materials, namely, newsletters, and printed instructional and educational materials relating to tax strategy, development, planning, consultation, and referral

Audio and video recordings which provide training and educational information relating to tax strategy, development, planning, consultation, and referral

Life insurance underwriting services

Personal finance web site which includes online trading, customer support, mortgages, insurance quotes and policies, and links to other search engines

Providing temporary use of cloud-based non-downloadable financial management software that features an administrative desktop with an enhanced CRM function, investment accounting repository and a financial reporting engine for use by the financial industry, namely, trust companies, single family offices, multi-family offices, registered independent financial advisors, banks, as well as law firms, in the management of investments, taxes, philanthropic activities and trusts

Providing temporary use of cloud-based non-downloadable financial management software that features an administrative desktop with an enhanced CRM function, investment accounting repository and a financial reporting engine for use by the financial industry, namely, trust companies, single family offices, multi-family offices, registered independent financial advisors, banks, as well as law firms, in the management of investments, taxes, philanthropic activities and trusts

Providing temporary use of cloud-based non-downloadable financial management software that features an administrative desktop with an enhanced CRM function, investment accounting repository and a financial reporting engine for use by the financial industry, namely, trust companies, single family offices, multi-family offices, registered independent financial advisors, banks, as well as law firms, in the management of investments, taxes, philanthropic activities and trusts