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financial services, namely, wealth management services; financial planning and investment advisory services; financial planning for retirement; financial forecasting services; investment management services; financial analysis and consultation services; financial management, namely, financial treasury management services; financial administration of retirement plans; financial trust planning; financial trust operations; estate trust planning services; estate trust management services; real estate trustee services; banking services; private banking services; checking account services; savings account services; cash management services; financial services, namely, maintaining depository accounts, specifically checking account services, savings account services, money market account services, and banking services featuring the provision of certificates of deposit; mortgage lending services; mortgage banking services; commercial lending services; private lending services, namely, financial services in the nature of money lending; financial risk management consultation services