Financial statement preparation and analysis for businesses; Tax and taxation planning, advice, information and consultancy services

Advice relating to investments; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; 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 consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial information and advisory services; Financial information and evaluations; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Insurance and financial information and consultancy services; Investment advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement