AGP

Financial services, namely, providing planning services, and advice for investments involving stocks, bonds, ETFs, mutual funds, individual retirement plans, 401(k)s, alternative investments, and educational funding accounts; insurance services, namely, providing planning services and advice for insurance products and services involving life, long term care, property, casualty, disability, home and automobile insurance products and services; estate and legacy planning services involving trust accounts, wealth transfer strategies, tax planning strategies, divorce and separation planning strategies, and domestic partnerships; banking services, namely, financial planning and advice involving mortgages, credit cards, cash account, check writing, online bill paying, and robust trading