87692294
Nov 20, 2017
Advising, consulting, and counseling in the fields of business planning and business continuity consulting
Advertising and BusinessAdvising, consulting, and counseling, namely, financial consulting in the fields of estate planning, business planning, and business continuity, life insurance, disability insurance, key man insurance, insurance products, qualified retirement plans, retirement plan administration, and personal investments and financial products; insurance brokerage services; financial investment brokerage services; financial planning and investment advisory services; brokerage services for stocks, bonds, commodities, and capital investments; business brokerage services and related consulting pertaining to business sales, mergers, acquisitions, and business valuations; developing financial plans and blueprints for clients, namely, financial planning consultation
Insurance and Financial