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banking services, real estate listing services, real estate locator services, real estate loans, real estate appraisal, financial services, namely, financial planning, financial research, financial management, automated teller machine services, cash management, cash replacement rendered by credit card, currency exchange and advice, credit card services, debit card services, electronic funds transfer, financial guarantee and surety, financial information provided by electronic means, financial portfolio management, financial valuation of personal property and real estate, financing services, home equity loans, loan financing, money order services, mortgage brokerage, mortgage lending, insurance consultation and insurance brokerage, and, investment services, namely, investment management, maintaining escrow accounts for investments, mutual fund investment, and investment brokerage