Providing an online website featuring information in the field of financial planning; providing financial information via mobile communication devices, namely, cellular phones, smart phones and personal tablet computers; providing basic investment educational information, financial information, wealth management, financial planning and investment management services via mobile communication devices, the Internet, telephone, mobile phones and in person; providing online financial valuations, research and investment recommendations; and providing web-based, automated and customized personal financial management services, namely, management of personal investment accounts and daily monitoring of financial transactions and account balances, each via the Internet
Insurance and Financial