Insurance and financial services, namely, estate planning services; pension fund and retirement plan management services, namely, investment of pension and retirement funds for others, and administration of employee pension and retirement plans; insurance underwriting, administration and agency services in the fields of life, health, property and casualty, disability, long term care, and annuities; stock and fund investment consultation; securities and commodities brokerage services; mutual fund brokerage, distribution and investment services; financial analysis and planning tools in the nature of online, interactive financial calculators and questionnaires to assist in making investment and financial planning decisions; portfolio asset management services; stock and fund investment consultation; investment advisory and management services; financial planning services; financial information provided by electronic means; financial research services; travel related services; and real estate investment services.