SMARTLINK

financial analysis and consultation; financial planning; financial planning in the nature of retirement planning; providing financial information by telephone and by electronic means; investment advisory services; insurance consultation services; mortgage lending services; home equity loans; annuity underwriting services; insurance underwriting, brokerage and agency services in the fields of life, property and casualty; banking services; credit and debit card services; financial services in the nature of providing certificates of deposit, money market accounts and individual retirement accounts; and mutual fund brokerage, investment and distribution services