Financial advice; Financial information and advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial valuation of personal property and real estate; Financing services; Investment by electronic means; Investment clubs; Providing a web site featuring personal financial information and financial advice; Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing on-line news in the field of finance