FACTORWISE

Tax and taxation planning, advice, information and consultancy services; business advisory services, consultancy and information

Investment advice; investment services, namely, asset management services; estate trust and living trust management; financial administration and management of employee pension plans; financial services, namely, financial planning, retirement planning, college planning, charitable giving planning, and estate planning; mortgage procurement for others; mortgage banking; maintaining mortgage escrow accounts; mortgage banking services, namely, origination, acquisition, servicing, securitization, and brokerage of mortgage loans; consulting regarding insurance planning; financial loan consultation, loan financing, security services, namely, guaranteeing loan