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financial services, namely, wealth management services, commercial banking services, and investment advisory services; financial planning and investment advisory services; financial retirement plan consulting services; merchant banking services; financing loans for businesses, properties, and investment purposes; investment services, namely, asset acquisition, consultation, development and management services; Fiduciary services, namely, fiduciary representative services to manage trusts and estates; fiduciary services, namely advising and assisting trustees and guardians with banking and investment matters and account management.