Providing referrals for banking services, business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; providing referrals for trust services, namely, estate trust planning; providing referrals for business development services, business valuations, and business purchase or sale considerations

Financial advising and wealth management services; investment advice; financial retirement plan consulting services; estate planning consultation; financial services, namely, financial research and information services; professional financial development services in the nature of financial planning, investment management, and wealth management; Financial and investment services, namely, brokerage and trading services in the fields of stocks, bonds, securities, equities, options, futures, funds and foreign currency, and the investment of funds of others; financial services, namely, providing on-line stored value accounts in an electronic environment; providing stocks/securities market information; providing an on-line computer database in the field of investment; Financial management and investment services, namely, asset and investment acquisition, consultation, advisory and development; Annuity services, namely, account and investment administration; Estate planning; Insurance administration; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance consulting in the field of life and long term care insurance; Insurance services, namely, insurance eligibility review and verification and consultation in the life and long term care industry; Insurance information; Investment management of and distribution of annuities; Issuance and administration of annuities; Life insurance brokerage; Providing information in insurance matters