Credit and financial consultation; Financial advice; Financial advice, namely, budget planning; Financial analyses; Financial analysis; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial credit scoring services; Financial due diligence; Financial forecasting; Financial information; Financial information and evaluations; Financial information processing; Financial information provided by electronic means; Financial loan consultation; Financial management; Financial management of reimbursement payments for others; Financial management via the Internet; Financial planning; Financial portfolio management; Financial research and information services; Financial restructuring services; Financial retirement plan consulting services; Financial risk management; Financial services, namely, debt settlement; Financial services, namely, mortgage planning; Financial services, namely, mortgage refinancing; Financial trust administration; Financial valuations; Providing on-line financial calculators; Research related to financial instruments; Strategic financial advisory services