Financial services, namely, creating and reviewing personalized strategies for achieving financial independence, financial planning for retirement, advice on finance and investment during retirement, wealth management services, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial consultation in the fields of tax planning, estate planning, divorce planning, lending review and business transitions

import and export services featuring wine; wholesale distributorships featuring wine

Banking services; loan services, namely, home equity loans, installment loans, loan financing and revolving loans; financial services, namely, financial consultancy, financial information and advisory services, lending on mortgages, financing of loans, providing working capital, business finance procurement services, credit bureaus and credit agencies, arranging and provision of loans, mortgages and guarantees; monetary affairs, namely, credit card, foreign exchange and bill payment processin...

Banking services; loan services, namely, home equity loans, installment loans, loan financing and revolving loans; financial services, namely, financial consultancy, financial information and advisory services, lending on mortgages, financing of loans, providing working capital, business finance procurement services, credit bureaus and credit agencies, arranging and provision of loans, mortgages and guarantees; monetary affairs, namely, credit card, foreign exchange and bill payment processin...