98437049
Mar 6, 2024
Estate planning; Estate trust management; Estate trust planning; Fiduciary representatives; Fiduciary services, namely, fiduciary representative services; Fiduciary tax payment processing services; Financial administration of employee pension plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial administration of Financial and Wealth Management Services. Investments, Financial Planning, Insurance; Financial advice; Financial advice and consultancy services; Financial advice relating to tax; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, Financial and Wealth Management Services. Investments, Financial Planning, Insurance; Financial advisory services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial appraisal and valuation of personal assets and business assets; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial planning; Financial research; Financial valuations; Insurance administration; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance information; Insurance risk management; Tax payment processing services; Advice on finance during retirement; Appraisals for insurance claims of real estate; Arranging of leases and rental agreements for real estate; Assessment and management of real estate; Assuming financial risk of others by entering into options and swaps; Broker-dealer financial services in the field of Financial and Wealth Management Services. Investments, Financial Planning, Insurance; Business liquidation services, financial; Classified real estate listings of apartment rentals and housing rentals; Commercial and residential real estate agency services; Credit risk management; Credit and financial consultation; Financial asset management; Financial retirement plan consulting services; Financial risk management; Financial administration of retirement plans; Financial advice relating to income tax; Financial consultancy and insurance consultancy; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Individual retirement account services; Investment services, namely, asset acquisition, consultation, development and management services; Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services; Personal and corporate tax saving club in the nature of a saving program for funds that will be used to pay taxes; Providing insurance information; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of estate planning; Providing information in the field of wealth management; Real estate appraisal; Real estate consultancy; Real estate consultation; Real estate investment consultancy; Real estate investment trust advisory services; Real estate investment trust management services; Real estate management; Real estate management consultation; Real estate management of retirement communities; Real estate insurance underwriting services; Real estate services, namely, tax appraisals; Underwriting and administration of commercial collateral liability insurance
Insurance and Financial