Banking services; savings account and checking account services; credit card services; debit card services; mortgage lending services; consumer lending services; commercial lending services; equipment financing services; specialty lending services; online banking services; automated teller machine services; financial and investment services; investment banking services; providing investment and financial information, advice, consultation, management, and brokerage services; securities brokerage services; securities underwriting services; broker/dealer services in the fields of securities and mutual funds; investment advisor services; financial portfolio management services; financial planning services; financial and investment services, namely, mutual fund distribution and transfer agent services; establishing and administering mutual funds for others; mutual fund brokerage, distribution and investment services; mutual fund and investment accounts; online mutual fund and investment accounts; funds investment; funds investment consultation; financial and investment services, namely providing asset-backed securities of government sponsored entities, mortgage backed securities, US government securities, US Treasury securities, municipal securities, bank certificates of deposit and investment securities backed by consumer loans, commercial loans, mortgage loans, equipment financing loans, and specialty finance loans; providing information via the Internet related to all of the foregoing services and related accounts; insurance services, namely, insurance brokerage and agencies in the fields of property and casualty, home, renters, mortgage, earthquake, flood, boat, life, health, long-term health, disability, pet, accidental death, accidental dismemberment, and credit insurance and annuities; credit insurance services; insurance brokerage and agencies in the field of home warranties; financial sponsorship for charitable grants and non-profit community events; charitable financial sponsorships of non-profit community events; charitable and philanthropic services concerning monetary donations; charitable and philanthropic services concerning monetary donations in support of educational and community needs; providing educational scholarships; providing interactive websites containing information and services primarily relating to the foregoing services