Financial planning; financial management; financial valuations; financial consultation; financial information and advisory services; financial research and information services; venture capital financing; banking and financing services; commercial and consumer lending services; mortgage lending and mortgage financing; credit card services; debit card services; electronic payment, namely, electronic processing and subsequent transmission of bill payment data; financial information in the nature of rates of exchange; security services, namely, guaranteeing loans; cash management; mortgage banking; saving account services; automated teller machine services; on-line banking services; securities brokerage; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; management of portfolios comprising securities; brokerage of shares of stock and other securities; investment advisory services; investment banking services; investment consultation; investment management; credit and financial consultation; monetary strategy consultation and research; venture capital fund management and investment services