credit union and banking services; financial and investment services, namely, asset and investment acquisition, consultation, advisory, management and development services; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial asset management; wealth management; financial planning, namely, retirement planning, college planning, estate planning, financial trust planning, and insurance planning; underwriting of life, variable life, disability, and long term-care insurance; brokerage of group health insurance; consumer lending services; checking account services; savings account services