Description: Banking, trust, and financial services, namely, banking services; trust services in the nature of investment and trust company services, namely, investment advice, investment management, and investment of funds for others specifically pertaining to managed agency accounts, bill paying agency account services, custody account services, attorney in fact under a durable power of attorney, conservatorships of the estates of individuals or minors, testamentary trust, executor of an individual's estate services, and estate planning; and financial services in the nature of providing investment advice, investment management, investment consultation, and investment of funds for others specifically pertaining to financial advice, estate and inheritance planning, retirement planning, college education planning, portfolio reviews, traditional and Roth IRAs, IRA rollovers, 401k and retirement plan rollovers, corporate and municipal bonds, mutual funds, stocks, real estate investment funds, unit investment funds, fixed and variable annuities, life and disability insurance, and long term care insurance, financial planning, namely, asset protection and risk management, asset and debt management, tax strategies for investments, and estate planning
