Financial services, namely, debt settlement; 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, money lending; Financial services, namely, mortgage planning; Financial services, namely, mortgage refinancing; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and research services; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Insurance agencies; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance services, namely, writing property and casualty insurance; Insurance underwriting consultation; Insurance underwriting services for all types of insurance; Private equity consultant services; Private equity fund investment services; Real estate funds investment services; Real estate insurance underwriting services; Real estate trustee services; Consultancy services relating to insurance; Consulting and information concerning insurance; Financial consultancy and insurance consultancy; Financial consulting in the field of real estate note brokerage; Financial services, namely, real estate note brokerage; Insurance and financial information and consultancy services; Management of private equity funds; Providing information in insurance matters