Business strategic planning services, namely, accounting; business consulting services, namely, business evaluation services; business consulting services, namely, strategic planning and implementation services; business consulting services, namely, business appraisals and evaluations of small businesses

Financial services, namely, investment fund transfer and transaction services, brokerage in the field of investment security services, estate settlement services; Financial services, namely, wealth management services; investment services, namely, cash flow management, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; financial planning advice relating to investments and wealth management for retirement plans, charitable giving, and endowments; insurance consultancy services, namely, providing advice in the field of underwriting, issuance and administration of annuities; financial loan consultation; financial loan consultation, namely, student loan consultation; student loan services; providing student loan information