78185168
Nov 14, 2002
Jul 22, 2008
MERGER AND ACQUISITION CONSULTATION; INVESTMENT MANAGEMENT AND INVESTMENT ADVISORY SERVICES; FINANCIAL AND INVESTMENT MANAGEMENT SERVICES; AND FAMILY OFFICE SERVICES, NAMELY, FINANCIAL PLANNING SERVICES FOR RETIREMENT, ESTATE PLANNING, FINANCIAL CONSULTATION IN THE NATURE OF ADVISING ON CHARITABLE DONATIONS, ESTATE TRUST MANAGEMENT, TRUSTEESHIP REPRESENTATION, REVIEW OF INSURANCE NEEDS AND POLICIES
Insurance and Financial