| Goods and Services | Trust and banking services; depository services related to trust and benefit accounts; financial planning for retirement; retirement financial planning; financial services, namely, providing custodial record-keeping and administration of funds of others; maintaining escrow accounts for investments; maintaining mortgage escrow accounts; real estate escrow services; financial trust operations; trust management accounts; corporate trust services, namely, investment and trust company services; agencies in the field of bonds and other securities; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; corporate escrow services and custodial services; corporate trust and bond transfer agency services; stock and bond portfolio management; deposit services for trust and benefit accounts; administration of educational funding accounts; fund investment services in the nature of providing 529 education savings plans; financial administration of employee retirement plans; estate planning; estate trust management services, namely, acting as trustee, executor and administering trusts under wills; investment and trust services in the nature of trust administration services for administering living, testamentary and charitable remainder trusts; estate services, namely, creating and administering living, testamentary and charitable remainder trusts; estate trust management; fiduciary services, namely, trust and estate planning, estate settlement and administration; fiduciary representative services and trust administration; institutional financial custodial services; institutional investment advisory services; trust services, namely, investment and trust services provided via the internet; trust services, namely, investment and trust company services; information services for all the foregoing provided via a global computer network; fund investment services, namely, advice and brokerage services for Individual Retirement Accounts; administration of qualified retirement plans, including Individual Retirement Accounts, Self Employed Qualified Retirement Plans, 401(k) plans and other types of qualified and non-qualified retirement plans and money market account services; fund investment services, namely, advice and brokerage services for Self Employed Qualified Retirement Plans; capital investment services; capital investment consultation and advice; financial management of capital investment funds; capital investment consultation; equity capital investment; financial investment advice and consultation; financial investment in the field of securities; financial portfolio management; financial planning; financial planning for education; financial risk planning via health care, disability, long-term care and life insurance; business successors financial planning; financial information provided by electronic means; financial research; financial valuation of investment portfolio; financial valuation of personal property and real estate; real estate investment; financial information in the nature of rates of exchange, financial exchange; financial information in the nature of financial forecasting and financial guarantee and surety; financial analysis and consultation; financial and investment management; fund investment consultation; funds investment; individual investment advisory services; investment advice and brokerage services in the field of fixed and variable annuities; commodity investment advice; investment consultation and brokerage services provided via the Internet; investment advice; investment brokerage; investment clubs; investment consultation; investment of funds for others; investment of trust funds for others; investment of funds, mutual funds and real estate; investment management; investment management services to individuals, corporate clients and institutional clients; financial services in the nature of an investment security; financial management of hospital and foundation fund services; investment advice and brokerage services in the field of mutual funds and securities; financial management and administration of defined benefit plans, profit sharing plans and non-qualified retirement plans; administration of municipal and county government pension services; municipal and county government pension administration services; financial advice regarding tax deduction and gifting programs; mutual fund services, namely, brokerage, distribution and investment; mutual funds services, namely, establishment of mutual funds for others and brokerage, investment and distribution; mutual funds investment; financial risk management, financial evaluation, and financial consultation for insurance purposes for health care, disability, long-term care and life insurance; securities brokerage services; financial portfolio management, namely, stock and bond portfolio management and advice; financial portfolio management, namely, stock and bond portfolio management; information services for all for the foregoing provided via a global computer network |
