Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Connecting buyers and sellers of financial assets; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Promotion of financial and insurance services, on behalf of third parties

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; College consulting services, namely, assisting students in applying for scholarships and financial aid; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, financial planning; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information; Financial information and advisory services; Financial information provided by electronic means in the field of financial planning and consulting; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, investments, taxation, retirement planning, cash flow management, budgeting, etc.; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, estate settlement services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, mortgage planning; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, real estate note brokerage; Financial services, namely, wealth management services; Financial trust operations; Financial trust planning; Financing services; Hedge fund investment services; Insurance brokerage services; Insurance services, namely, insurance eligibility review and verification and consultation in the insurance industry; Insurance services, namely, underwriting life and disability, annuities insurance; Insurance services, namely, underwriting, issuance and administration of life and disability, annuities; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance services, namely, viatical settlement services, life settlement services for insurance policyholders, and senior settlement services for insurance policyholders; Mutual fund analysis services; Private equity consultant services; Private equity fund investment services; Providing a web site featuring personal financial information and financial advice; Provision of financial information; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate trustee services