Financial advisory and consultancy services, namely, providing wealth management services and investment advisory services; tax planning services, estate planning services and financial planning for retirement; philanthropic planning services concerning monetary donations; insurance planning services in the field of property and casualty, life and health insurance; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities and investment of funds of others; financial risk management consultation; Insurance consulting in the field of property and casualty, life, and health insurance