Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Strategic financial advisory services