Estate planning; Financial advisory and consultancy services, namely, charitable planning advice; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, in the form of charitable planning, namely, developing customized charitable giving programs for making donations to others while optimizing available tax benefits;; 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, wealth management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial trust planning; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in the field of estate planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Business management consultancy services; Business management consultancy and advisory services; Tax consultation; Tax consulting services; Tax preparation; Tax preparation services provided via telephone, the Internet, and in-person; Tax and taxation planning, advice, information and consultancy services; Income tax consultation; Income tax preparation; FINANCIAL MANAGEMENT
Financial management services; financial services, namely, wealth management services, investment management and investment advice; estate planning and financial consulting in the field of charitable planning services; financial advisory services, namely, charitable planning advice; Financial planning in the form of charitable planning, namely, developing customized charitable giving programs for making donations to others while optimizing available tax benefits; the aforementioned all excluding banking services, ATM banking services, on-line and electronic banking services via a global computer network, banking services provided by telephone connection, and financial services, namely, credit and loan services, and providing short term loan services in the nature of payday loan advances, temporary loans, payday loans, loan financing, and deferred payment loans
