Brokerage in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial analysis and research services; 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 consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consultation in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; Financial consulting; Financial information and advisory services; Financial information and evaluations; Financial investment in the field of insurance, stocks, commodities, bonds, mutual funds, real estate; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial risk management; Financial risk management consultation; 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, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial valuation of personal property and real estate; Insurance brokerage; Insurance brokerage in the field of life, long term care; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Life insurance brokerage