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Financial services, namely, investment fund transfer and transaction services; Financial services, namely, savings programs for youths; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial risk assessment services; Insurance agencies; Insurance claims processing; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance services, namely, writing property and casualty insurance; Life insurance brokerage; Providing information in insurance matters; Providing vehicle insurance rate quotes; Strategic financial advisory services