Credit and financial consultation; Electronic financial service for the purchase of savings bonds; Financial administration of retirement plans; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial analysis and research services; 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 information and advisory services; Financial management; Financial planning; Financial portfolio analysis services; Financial portfolio management