Trust and banking services; [ depository services related to trust and benefit accounts; estate services, namely, creating and administering living, testamentary and charitable remainder trusts; estate planning, settlement and administration; ] administration of qualified retirement plans, including Individual Retirement Accounts, Self Employed Qualified Retirement Plans [, 401(k) plans and other types of qualified and non-qualified retirement plans and money market account services ] ; [ investment management services to individuals, corporate clients and institutional clients; ] fiduciary representative services and trust administration [ ; tax deduction and gifting programs; ] financial analysis and consultation; [ financial services in the nature of an investment security; financial information in the nature of financial forecasting and financial guarantee and surety; financial information provided by electronic means; ] financial management; financial planning; financial portfolio management; [ financial research; financial valuation of personal property and real estate; investment services, namely, investment brokerage; capital investment consultation and advice; fund investment consultation; ] investment consultation; [ financial investment in the field of securities; funds investment; mutual funds investment; real estate investment; commodity investment advice; ] investment advice; [ investment brokerage; investment clubs; capital investment consultation; ] investment management; [ maintaining escrow accounts for investments; investment of funds for others; investment of funds, mutual funds and real estate; capital investment; ] investment of trust funds for others; [ life insurance brokerage, agency, administration, consultation and subrogation services; financial planning for education; financial risk planning via health care, disability, long-term care and life insurance; business successors financial planning; ] retirement financial planning; [ administration of educational funding accounts; electronic interactive banking services, internet banking services, telephone banking services, and information services for all for the foregoing provided via a global computer network; management and administration of defined benefit plants, profit sharing plans and non-qualified retirement plans; investment management services; corporate trust and bond transfer agency services; corporate escrow services and custodial services; institutional investment advisory services; municipal and county government pension services; financial management of hospital and foundation fund services; institutional financial custodial services; ] estate planning [ ; services as trustee, executor and trust under will; stock and bond portfolio management; and providing information for all the foregoing via global computer networks ]