Financial information; Financial information and evaluations; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information online in the field of financial investment and financial research; Investment management; Investment advisory services; Investment of funds; Investment consultation; Investment advice; Investment brokerage; Trustee services; Financial trust planning; Financial portfolio management; Financial services, namely, wealth management services; Financial administration of investment vehicles; Providing information and advice in the field of finance, financial investments, and the financial aspects of retirement; Financial administration of retirement plans; Financial services, namely, financial planning for retirement, financial custody services in the nature of maintaining possession of financial assets for other for financial management purposes; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families