Financial services, namely, maintaining mortgage escrow accounts, mortgage banking, mortgage brokerage, mortgage lending, mortgage procurement for others, buyer pre-qualification of mortgages for mortgage brokers and banks, financial services in the nature of an investment security, financial analysis and consultation, financial evaluation for insurance purposes, financial forecasting, financial information processing, financial investment in the field of community development, financial management, financial planning, financial portfolio management, financial research, financial risk management, money lending, investment fund transfer and transaction services, savings programs for youths, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments, and assisting others with the completion of financial transactions for stocks, bonds, securities and equities
Insurance and Financial