Banking services; financial analysis and consultation; financial management; financial planning, financial investment in the fields of securities, bonds, personalty, and real estates; financial valuation of personal property, investment securities, real estate, bonds, and debt; insurance brokerage; insurance analysis, consultation and planning; insurance underwriting in the fields of health, fire, life, casualty, property, home, and flood; investment brokerage; investment analysis and consultation; investment management; investment planning; mortgage brokerage, banking, and lending services; mortgage administrative services, namely maintaining mortgage escrow accounts; trust services, namely, investment and trust company services