financial [and insurance] services, namely, banking services, personal and commercial banking services, checking account services, savings account services, direct deposit services, deposit services, safety deposit box services, certificates of deposit, online banking, online bill payment services, wire transfer services, automated teller machine services, electronic funds transfer services, credit card and debit card services, investment banking services, providing banking and securities underwriting and brokerage services; mortgage and lending services; personal loans, commercial loans, personal lines of credit, mortgage loans, home equity loans, real estate financing services, lease-purchase financing services, offering financing in the form of equity services; financial planning, financial advisory services, financial management services, financial management, namely, asset management, investment management, investment consultation, fund investment services, investment brokerage services, valuation services, money market account services, mutual fund administration and brokerage services; trust services, namely, investment and trust company services, fiduciary services, namely, trust and estate plan consultation, estate settlement; trust, estate and investment custody, administration, record keeping and reporting services, namely, safekeeping, investing and managing assets, executing and settling securities trades, corporate financial action reporting and management, financial transaction processing, bill payment, tracking and reporting financial account, asset and financial transaction information, online financial account services, preparing account statements and summaries; retirement planning; ERISA, Taft-Hartley, employee benefit and employee pension plan administration and consultation; [insurance agency, brokerage, underwriting and administration services in the fields of life, accident, health, disability, long-term care, management and professional liability, credit and export, travel, surety, property, casualty, automobile, home and fire insurance; risk management;] providing information in the fields of banking, finance, trusts, estates, investments, asset management, financial planning, employee benefit plans, employee pension plans[, and insurance] through electronic means and by telephone