Income tax consultation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consultation

Advice relating to investments; Estate planning; 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 and insurance consultancy; Financial investment brokerage; Financial investment brokerage services; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Individual retirement account services; Insurance brokerage in the field of disability, life, long-term care, and auto; Insurance consulting in the field of disability, life, long-term care, and auto insurance; Investment advice; Investment brokerage; Investment consultancy; Investment of funds for others; Life insurance brokerage; Mutual fund brokerage; Mutual fund investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement