Tax advisory services; Tax filing services; Tax preparation

Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultancy and insurance consultancy; Financial portfolio management; Financial risk management consultation; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Insurance consultancy; Insurance consultation; Insurance information and consultancy; Insurance risk management; Investment management; Management of portfolios comprising securities; Management of portfolios of transferable securities