Downloadable mobile applications for accessing, reviewing, analyzing, organizing and managing financial transactions and financial information, namely banking, investments, loans, insurance and retirement accounts and information; Downloadable software for connecting to financial advisors and financial coaches; Downloadable software for accessing, reviewing, analyzing, organizing and managing financial transactions and financial information, namely banking, investments, loans, insurance and retirement accounts and information; Downloadable software in the nature of a mobile application for accessing, reviewing, analyzing, organizing and managing financial transactions and financial information, namely banking, investments, loans, insurance and retirement accounts and information; Downloadable cloud-based software for accessing, reviewing, analyzing, organizing and managing financial transactions and financial information, namely banking, investments, loans, insurance and retirement accounts and information; Downloadable cloud-computing software for accessing, reviewing, analyzing, organizing and managing financial transactions and financial information, namely banking, investments, loans, insurance and retirement accounts and information; Downloadable communications software for connecting to financial advisors and financial coaches; Downloadable computer software for use as a digital wallet; Downloadable computer software for use as an electronic wallet; Downloadable computer software for accessing, reviewing, analyzing, organizing and managing financial transactions and financial information, namely banking, investments, loans, insurance and retirement accounts and information; Downloadable computer software for connecting to financial advisors and financial coaches; Downloadable computer application software for mobile devices, namely, software for accessing, reviewing, analyzing, organizing and managing financial transactions and financial information, namely banking, investments, loans, insurance and retirement accounts and information; Downloadable computer communications software to allow customers to access bank account information and transact bank business; Downloadable computer e-commerce software to allow users to perform electronic business transactions via a global computer network; Downloadable database management software for use by financial advisors; Downloadable database management software for accessing, reviewing, analyzing, organizing and managing financial transactions and financial information, namely banking, investments, loans, insurance and retirement accounts and information; Downloadable spreadsheet software for accessing, reviewing, analyzing, organizing and managing financial transactions and financial information, namely banking, investments, loans, insurance and retirement accounts and information

Brokerage services for capital investments; Credit and financial consultation; Credit and loan services; Credit consultation; Credit counseling services; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial information; Financial investment analysis and stock research; Financial investment brokerage; Financial loan consultation; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial portfolio management; Financial research; Financial research and information services; 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, wealth management services; Insurance administration; Insurance brokerage services; Insurance consultation; Insurance information; Investment advice; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a website featuring educational information in the field of business insurance; Providing an internet website portal in the field of financial transaction and payment processing services; Providing financial information; Providing financial information and financial advice via a website; Providing financial information via a website; Providing information in insurance matters; Providing information in the field of finance; Providing information in the field of personal finance; Providing information in the field of personal finance via a website; Providing insurance information; Advisory services relating to credit and debit control, investment, grants and financing of loans

Coaching in the field of personal finance; Education services, namely, mentoring in the field of personal finance, namely, financial control, credit analysis, banking, securities, credit, loans, investments, insurance, retirement and taxes; Education services, namely, one-on-one mentoring in the field of personal finance, namely, financial control, credit analysis, banking, securities, credit, loans, investments, insurance, retirement and taxes; Education services, namely, providing live and on-line classes, courses, workshops, discussion panels, videos, webinars, videos and conferences in the field of personal finance, namely, financial control, credit analysis, banking, securities, credit, loans, investments, insurance, retirement and taxes; Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of personal finance, namely, financial control, credit analysis, banking, securities, credit, loans, investments, insurance, retirement and taxes; Education services, namely, providing non-downloadable webinars in the field of personal finance, namely, financial control, credit analysis, banking, securities, credit, loans, investments, insurance, retirement and taxes; Education services, namely, providing on-line classes, courses, workshops, discussion panels, videos, webinars, videos and conferences in the field of personal finance, namely, financial control, credit analysis, banking, securities, credit, loans, investments, insurance, retirement and taxes; Education services, namely, providing classes, courses, workshops, discussion panels, videos, webinars, videos and conferences in the fields of personal finance, namely, financial control, credit analysis, banking, securities, credit, loans, investments, insurance, retirement and taxes; Educational services, namely, conducting classes, courses, workshops, discussion panels, videos, webinars, videos and conferences in the field of personal finance, namely, financial control, credit analysis, banking, securities, credit, loans, investments, insurance, retirement and taxes; Personal coaching services in the field of personal finance; Providing a website featuring non-downloadable videos in the field of financial planning