financial services, namely, banking services, money management services, and investment services, namely, investment brokerage services, mutual fund investment services; real estate investment services; investment account information services; investment account debit card services; investment account checking services; credit card services; financial analysis and consultation; financial management; financial planning; retirement and estate planning; insurance underwriting services in a wide range of areas namely, automobile, travel, employer's liability, general liability, professional liability, health, disability, and life; insurance agency and brokerage services; computer services, namely, providing on-line information in the field of financial management; factoring agency services