Banking services, financial services, namely, financial management, financial planning, financial portfolio management, financial research, electronic deposit services, checking account services, money markets, savings and certificates of deposit account services, mortgage banking, underwriting, processing *, * [ and performing due diligence and quality control review,] all relating to mortgage loans, and lending services, namely, providing mortgage loans, automobile loans, consumer, retail and commercial loans, credit cards and debit cards services, investment services, namely, investment analysis, advice, consultation and management, investment brokerage, fiduciary representative services, and estate and trust management