PROVISE

financial and estate planning services; namely, trust services; namely, acting as trustee, executor, administrator, personal representative, guardian, agent and custodian; investment management and custodial services; estate planning services; and employee benefit planning services; financial services; namely, capital investment and financial management services; providing personal and business financial analysis and planning; stock transfer agent and registrar services; stock brokerage services; administrator of retirement plans in the form of pension, profit sharing and investments; investment management services in the annuity, mutual fund and insurance fields