Financial consultancy; financial information and financing services

Financial planning

Providing a website featuring information about financial advisors in the nature of an online business directory featuring financial advisors

Providing information concerning tips and reminders about personal finance and business finance-related products, namely videos, books, pamphlets and other written materials, and for notifying the user of seminars, conferences and trade shows in the field of finance via the global computer network, electronic mail, and wireless electronic messages

computer software in the field of information conceming tips and reminders about personal finance and business finance - related products

software as a service (SaaS) featuring software for managing, storing, analyzing, securing, testing, and authenticating data relating to prospective wealth management clients

Financial planning in-person consultation services for individuals; Financial planning for retirement