GOLDFINCH

Providing insurance agent referrals; Marketing services; Marketing services in the field of insurance, annuities, investments, personal finance, and home renovations and repairs; Providing referrals in the field of home renovations and repairs; Providing recommendations of service providers to consumers for commercial purposes

Insurance administration services; Insurance brokerage; Providing information in the field of personal finance; Annuity brokerage services; Annuity services, namely, account and investment administration; Investment management of and distribution of annuities; Financial advisory services; Financial investment brokerage services; Financial wealth management services; Financial research and information services; Financial planning and investment advisory services; Insurance and financial information and consultancy services; Investment advice; Investment consultation