78674877
Jul 20, 2005
Oct 31, 2006
Brokerage services for stock shares and other securities; life insurance brokerage; brokerage of fixed and variable annuities; retirement planning services featuring IRA's and IRA rollovers and pension rollovers; business retirement planning, namely, administration of 401k plans for others; college investment planning services; comprehensive financial analysis services; financial planning, namely financial portfolio review and design services; financial investment research services; financial investment planning services; fee-based investment advisory services; investment account management services for both separate accounts and mutual funds
Insurance and Financial