Credit and loan services; Electronic financial trading services; Financial advice and consultancy 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 asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial forecasting; Financial planning; Financial research; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, raising debt and equity capital for others; Financial retirement plan consulting services; Financial services, namely, administration of transactions drawing funds from types of financial investments in retirement plans; Insurance agency and brokerage; Insurance consultation; Investment banking services; Mortgage banking; Mortgage lending; Providing a web site featuring personal financial information and financial advice; Providing financial consulting of savings accounts for business exit plans, business succession plans, and business transitions; Providing financial information; Philanthropy consultation relating to charitable fundraising; Charitable fundraising services; Providing a web site featuring charitable fundraising information