Financial services, namely, mortgage planning; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial research and information services; Financial restructuring services; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance premium rate computing; 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; Business liquidation services, financial; College consulting services, namely, assisting students in applying for scholarships and financial aid; Consulting and information concerning insurance; Development of insurance policies for others; Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in insurance matters; Strategic corporate financial advisory services