Credit and financial consultation; Financial administration of retirement plans; Financial analysis and consultation; Financial clearing houses; Financial consultation; Financial consultation in the field of financial education; Financial due diligence; Financial evaluation for insurance purposes; Financial forecasting; Financial information provided by electronic means; Financial investment in the field of real estate and securities; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial risk management; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, mortgage planning; Financial services, namely, savings programs for youths; Financial sponsorship of education programs; Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments; Providing on-line financial calculators; Providing online information in the field charitable monetary giving through financial and estate planning