BANKING SERVICES; INSURANCE SERVICES, NAMELY, PROVIDING INSURANCE AND ANNUITY BROKERAGE AND UNDERWRITING SERVICES; INSURANCE AGENCIES, INSURANCE CONSULTATION AND BROKERAGE IN THE FIELDS OF LIFE, PROPERTY AND CASUALTY, ACCIDENT AND HEALTH; FINANCIAL SERVICES, NAMELY, PROVIDING FINANCIAL ANALYSIS, CONSULTATION, PLANNING AND MANAGEMENT, STOCK BROKERAGE AND PORTFOLIO MANAGEMENT, COMMERCIAL AND CONSUMER LENDING AND LEASING SERVICES, MORTGAGE LENDING AND MORTGAGE FINANCING, PROVIDING FINANCIAL INFORMATION IN THE NATURE OF RATES OF EXCHANGE, ESTATE PLANNING, AND FINANCIAL PLANNING SERVICES IN THE NATURE OF RETIREMENT, GIFT, AND DISTRIBUTION PLANNING