Trust [ and banking ] services; depository services related to trust and benefit accounts; estate services, namely, creating and administering living, testamentary and charitable remainder trusts; estate planning, settlement and administration; 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; investment management services to individuals, corporate clients and institutional clients ] ; fiduciary representative services and trust administration; [ tax deduction and gifting programs; ] [ financial analysis and consultation; ] [ financial services in the nature of an investment security; ] [ financial information in the nature of financial forecasting and financial guarantee and surety; financial information provided by electronic means; financial management; financial planning; ] financial portfolio management; [ financial research; ] [ financial valuation of personal property and real estate; ] [ investment services, namely, investment brokerage; capital investment consultation ] [ and advice ] [ ; fund investment consultation; investment consultation; ] [ financial investment in the field of securities; ] [ funds investment; mutual funds investment; ] [ real estate investment; commodity investment advice; ] [ investment advice; investment brokerage; ] [ investment clubs; ] [ capital investment consultation; investment management; [ maintaining escrow accounts for investments; investment of funds for others; ] investment of funds, mutual funds [ and real estate ] ; capital investment consultation; ] [ investment of trust funds for others; ] [ life insurance brokerage, agency, administration, consultation and subrogation services; ] [ financial planning for education; financial risk planning via health care, disability, long-term care and life insurance; business successors financial planning; retirement financial planning; administration of educational funding accounts ] [ ; ] [ electronic interactive banking services, ] [ Internet banking services, telephone banking services, and information services for all for the foregoing provided via a global computer network; management and administration of defined benefit plans, profit sharing plans and non-qualified retirement plans; investment management services; ] [ corporate trust and bond transfer agency services; corporate escrow services and custodial services; institutional investment advisory services; ] [ municipal and county government pension services; ] [ financial management of hospital and foundation fund services; institutional financial custodial services ] ; estate planning; services as trustee, executor and trust under will; stock and bond portfolio management [ ; and providing information for all the foregoing via global computer networks ]