Financial advice, consultation, management and planning; financial advice, consultation, management and planning in the fields of elder care and retirement; financial consultation, management and planning in the fields of elder care and retirement, and financial administration of retirement plans; financial management and consulting services, namely, advising others regarding financial planning and investments of their family members and dependents; financial management and consulting services; financial planning services, namely, developing and managing savings programs on behalf of elderly and retirement-age individuals or family members; bill payment services; insurance information and consultation; financial consulting services in the area of healthcare
Insurance and Financial