77260562
Aug 21, 2007
Credit and financial consultation; Financial analysis and consultation; Financial consultation; Financial evaluation for insurance purposes; Financial forecasting; Financial information processing; Financial loan consultation; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial risk management; Financial risk management consultation; Financial services in the field of money lending; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, mortgage planning; Online financial planning services; Providing on-line financial calculators; Brokerage in the field of insurance; Insurance brokerage; Administration of savings accounts; Corporate savings account services; Electronic financial service for the purchase of savings bonds; Financial services, namely, savings programs for youths; Savings account services; Savings and loan services; Savings bank services; Check cashing; Check processing; Checking account services; Issuance of bank checks; Issuing of checks and letters of credit; Travelers' check issuance; Safety deposit box services; Safe deposit box services; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment services, namely, asset acquisition, consultation, development and management services; Management of portfolios comprising securities; Management of private equity funds; Maintaining mortgage escrow accounts; Mortgage banking; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage brokerage; Mortgage lending; Mortgage procurement for others; Mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and banks; Payroll tax debiting services; Maintaining escrow accounts for investments
Insurance and Financial