Banking consultation; Capital investment consulting; Corporate finance services, namely, consultation in the field of asset sales; Estate planning; Financial administration of retirement plans; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consulting; Financial investment brokerage services; Financial planning; Financial planning for retirement; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial securities exchange services; Financial services, namely, estate settlement services; Financial services, namely, money lending; Financial services, namely, wealth management services; Financial trust planning; Insurance consultation; Investment consultancy; Mutual fund planning services; Real estate investment consultancy