| Goods and Services | Financial services, namely, financial planning services, consulting on financial planning, writing, drafting, creating and preparation of financial plans; financial planning, namely, implementing financial plans, financial analysis, financial research, financial risk management, financial consultation and advice and financial planning relating to financial investments; asset management and cash management; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; estate planning; mortgage planning; Financial services, namely, savings programs and savings advice, financial loan consultation, financial portfolio management, financial investment management, financial research, forecasting and financial risk management, providing on-line financial calculators, providing financial information, providing stock/securities market information, brokerage in the field of stocks, mutual funds and other securities, mutual fund investment and mutual fund distribution, consumer lending services; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial trust operations; trust services, namely, investment and trust company services, estate trust management; Estate trust management; Financial trust operations; Trust management accounts; Trust services, namely, investment and trust company services; insurance services, namely, insurance consultation, underwriting in the fields of life, property, casualty, disability, catastrophe, and health insurance, and writing property and casualty insurance; investment management of and distribution of annuities; investment services, namely, asset acquisition, consultation, development and management services; insurance brokerage; financial services in the field of money lending; providing an investment security; providing on-line stored value accounts in an electronic environment and investment fund transfer and transaction services; Financial valuation of personal property and real estate; Assessment and management of real estate; tax planning and tax payment processing services; financial administration of retirement plans; financial forecasting, and financial information processing; Housing services, namely, real property acquisition and consumer financing to facilitate home ownership; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Management of portfolios comprising securities; Management of private equity funds; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and banks; Payroll tax debiting services; Public equity investment management; Real estate consultation; Real estate lending services; Real estate management consultation; Financial risk management; Financial risk management consultation; Tax payment processing services |
