Brokerage services for stocks and bonds; Estate planning; Financial advisory and consultancy services; Financial management in the field of business or corporate retirement planning services; Financial planning; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Insurance brokerage services; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Mutual fund advisory services; Mutual fund brokerage; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Investment management of and distribution of annuities