Business referral services, namely, promoting the goods and services of others in the fields of tax and accounting

Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans, endowments and foundations; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; Financial consultancy and insurance consultancy; Consulting and information concerning insurance; Insurance risk management; Insurance brokerage services; insurance consulting and administration of employee benefit plans concerning insurance and finance; financial risk management services in the field of insurance; All of the foregoing services being provided for individuals and families