Accountancy services; Accounting consultation; Accounting for third parties; Analyzing and compiling business data; Analyzing and compiling business data for accounting, banking, financial, insurance, legal, and travel; Business advice and information relating to loans, finance and capital; Confirming scheduled appointments for others; Confirming scheduled appointments for others in the field of accounting, banking, financial, insurance, legal, and travel; Consulting and information concerning accounting; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Financial auditing; Financial records management; Financial statement preparation and analysis for businesses; Maintaining and recording the ownership of shares, stocks and securities; Management of tax files; Office functions in the nature of maintaining records of ownership of stocks, shares and securities; Office functions in the nature of maintaining records of settlements for transfers of stocks, shares and securities; Preparation of financial statements; Prognosis on economical affairs; Providing a website featuring public policy information in the field of tax reform and tax policy; Providing and updating a financial index; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof; Providing facilities for business meetings; Providing financial indices based on selected groups of securities; Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; Providing information, news and commentary in the field of business; Providing statistical information and indexes of mortgages, interests, and prices for others; Tax assessment; Tax preparation; Updating and maintaining business contact information via the Internet

Banking and financing services; Banking consultation; Capital investment; Clearing and reconciling financial transactions via a global computer network; Credit and financial consultation; Estate trust management; Estate trust planning; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy; Financial consulting services, namely, expert analysis in finance; Financial information provided by electronic means; Financial management; Financial management via the Internet; Financial planning; Financial portfolio management; Financial services, namely, estate settlement services; Financial trust administration; Financial trust operations; Financial trust planning; Investment banking services; Investment of funds; Issuance of bank checks; Mutual fund brokerage; Providing a web site featuring personal financial information and financial advice; Providing financial information; Providing information in the field of finance; Providing on-line financial calculators; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Trust management accounts; Trust services, namely, investment and trust company services