Investment advice; Investment advisory services; Investment management; Investment of funds; Investment of funds for others; Investment of funds for others in the fields of municipal bonds, treasury bond; Investment risk assessment services; Capital investment; Capital investment services; 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Funds investment