CERITY

Tax preparation; Tax and taxation planning, advice, information and consultancy services

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, providing financial advice to high net worth individuals and companies, financial retirement plan consulting, executive financial counseling, and financial wellness coaching services, namely, providing financial advice and assistance to individuals and companies as part of fringe benefit programs for their employees; Financial planning; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services; Investment advisory services; Investment management