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

Banking services; financial services, namely, offering individual retirement accounts, investment and electronic funds transfers, electronic debit and credit cards payment processing services, wealth management, retirement, estate and financial planning and financial investment of rollovers; providing financial asset management advice for individuals, fiduciaries, qualified retirement plans and foundations; trusteeship services in the nature of trustee representatives; Financial asset management and custodial services as appointed by the court for wards of the state; 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 for others; financial administration of retirement plans; insurance brokerage; annuity services, namely, account and investment administration; financial asset management and custodial services, namely, maintaining possession of financial assets for others for financial management purposes as appointed by the court for wards of the state