EMPOWERING FINANCIAL WELLNESS

Advice relating to investments; Brokerage in the field of Life, Health, and Long Term Care Insurance; Credit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, Socially Responsible Investing; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial due diligence; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and advisory services; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of Socially Responsible Investing; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, estate settlement services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, mortgage planning; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, savings programs for youths; Financial services, namely, wealth management services; Financial trust planning; Insurance agencies; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance services, namely, underwriting, issuing and administration of life insurance; Investment advice; Life insurance brokerage; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a website featuring educational information in the field of business insurance; Providing an interactive website featuring advice and information in the field of collegiate scholarships; Providing financial information; Providing financial information via a web site; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in insurance matters; Providing information in the field of financial stock and equity markets; Providing information regarding workers' compensation insurance policy rates; Providing insurance premium rate quotes via on-line, telephone and mail means; Providing investors with financial information; Providing on-line financial calculators; Provision of financial information; Provision of financial information relating to the finance industry involved in environmentally focused investments