Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analyses; Financial analysis; Financial analysis and consultation; Financial analysis and research services; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial due diligence; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial investment analysis and stock research; Financial investment brokerage services; Financial management; Financial management via the Internet; 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; Financial research; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; 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, mortgage planning; Financial trust planning; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Credit and financial consultation; On-line financial planning services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Providing on-line financial calculators; Provision of financial information; Research related to financial instruments