Financial services, namely, banking, credit and debit card, and loan services; trust management accounts; financial asset management; mortgage banking and lending services; payment of third party bills services; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, mutual funds, real estate, futures and other securities, and the investment of funds of others; financial and investment information, advice, analysis, consultation, research, planning and management services; insurance services, namely, underwriting, issuing and administration of all types of insurances; insurance services, namely, insurance advice, analysis and consultation for all types of insurance excluding health, medical, vision, dental, disability, long term care, workers compensation, and life insurance; financial research, planning and management services in the field of insurance excluding health, medical, vision, dental, disability, long term care, workers compensation, and life insurance; insurance agency and brokerage services excluding health, medical, vision, dental, disability, long term care, workers compensation, and life insurance; and real estate consultation and management services