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Investment consultation; Investment advice; Financial services, namely, wealth management services; Financial services, namely, credit agencies featuring credit processing, namely, credit checking, credit analyzing, and financial reporting services; Individual retirement account services; Financial planning; Funds investment; Financial advice, namely, budget planning; Financial consultancy; Mortgage financing services; Credit reporting services; Investment consultancy; Credit bureau services; Financial exchange of cryptocurrency via crypto swapping; Financial advice; Providing information in the field of wealth management; Trading in securities; Financial planning for retirement; Online credit reporting services; Savings bank services; Investment management; Mortgage lending; Savings and loan services; Financial retirement plan consulting services; Savings account services; Advice on finance during retirement