ADVICE. BEYOND INVESTING.

Financial services, namely, wealth management services; checking account services; bill payment services; electronic payment services involving electronic processing and subsequent transmission of bill payment data; money transfer; electronic funds transfer; providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments; financial retirement plan consulting services; financial planning for retirement; commercial lending services; consumer lending services; mortgage lending; issuing letters of credit; investment advisory services; monetary exchange; financial exchange; foreign exchange transactions; trust services, namely, investment and trust company services; financial trust planning; philanthropic services concerning monetary donations; financial asset management; life insurance consulting; estate planning; trustee services; banking and investment banking services; financial consulting; and financial planning