Credit union investment services; estate planning and consultation; financial planning for retirement; financial information and consultancy services; providing information and advice in the field of finance, financial investments, financial valuations and the financial aspects of retirement; financial planning and investment advisory services; financial services, namely financial analysis and consultation, financial forecasting and financial information provided by electronic means; financial advisory services in the nature of investment advice; financial, investment, retirement and brokerage services featuring individual retirement accounts known as IRAs and Roth IRAs; investment consultation; investment management; investment brokerage; investment of funds for others; mutual fund investment services; maintaining escrow accounts for investments; trust services, namely investment and trust company services; trust services, namely estate trust management services and real estate trustee services