CHARLESBRIDGE

Payroll administration and management services; payroll processing services

Banking services; financial services, namely, providing financial analysis, consultation, planning and management; credit card services; debit card services; electronic payment services; money transfer services; safety deposit box services; lockbox services; cash management services; automated teller services; online banking services; mobile banking services; savings account services; checking account services; letters of credit; digital currency services; mortgage lending; loan financing; business loans; commercial lending; equipment financing; construction financing; automobile loans; home equity lines of credit; wealth management services; retirement planning; investment and investment advisory services, namely, providing investment analysis, consultation, planning, management, advisory, brokerage, banking, and research services with respect to stocks, mutual funds, securities, bonds, real estate and commodities; financial planning; college and education planning; trust services; estate planning consultation; charitable giving consultation; investment advisory services using automated investment management; 401(k) administration; endowment management; providing insurance administration and insurance consultation services in the fields of life, long-term care, disability, property and casualty, accident, key person, health and credit insurance services