[ Financial services, namely, advice relating to investments, asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; ] providing on-line financial calculators; providing stock/securities market information; [ brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; consumer lending services; issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; ] investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; [ a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; ] [ financial trust operations; trust services, namely, investment and trust company services; ] [ insurance services, namely, underwriting, ][ and writing property and casualty insurance; ] investment management of and distribution of annuities; [ investment services, namely, asset acquisition, consultation, development and management services; ] insurance brokerage