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financial services, namely, estate and retirement planning, financial planning, trust administration, [ charitable giving ] and endowment consultation, family legacy planning, online and mobile banking services; financial services, namely, investment services in the fields of [ certificates of deposit (CDs), ] stock accounts, bond accounts, annuities, asset allocation accounts, [ deposit accounts, ] individual retirement accounts (IRAs), mutual funds, asset protection trusts, [ mortgage and other lending services, lines of credit, safe deposit box services, ] life insurance, home and auto insurance, disability and long term care insurance, professional liability insurance