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Tax services, namely, tax consultation and tax preparation

Banking and financial services, namely, investment management, brokerage, fiduciary, trust and financial custody services; financial and estate planning, retirement, gift and financial distribution planning; annuity and life insurance brokerage and underwriting; administration of employee benefit plans; charitable foundation and endowment management and administration of private foundations; providing mortgage loans; providing loan services, namely consumer and commercial loan financing; and safe deposit services