Account auditing; Accountancy services; Accounting consultation; Accounting services; Administration, billing and reconciliation of accounts on behalf of others; Administrative accounting; Business information and accounting advisory services; Computerized accounting services; Cost accounting; Analyzing and compiling data for measuring the performance of financial markets; Connecting buyers and sellers of financial assets; Financial records management; Financial statement preparation and analysis for businesses; Preparing financial reports for others

Financial evaluation for insurance purposes; Insurance consultation; Insurance premium rate computing; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance underwriting in the field of life and health; Life insurance brokerage; Electronic financial service for the purchase of savings bonds; Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial investment in the field of securities; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely providing on-line stored value accounts in an electronic environment; 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, savings programs for youths; Providing on-line financial calculators; Providing online information in the field of charitable monetary giving through financial and estate planning

Consulting services concerning legal matters in the medical field; Legal research; Legal services