UNCOVERING OPPORTUNITIES

Financial services, namely investment consultation, brokerage and management services; banking; financial management, planning and portfolio management services; insurance services, namely, providing solicitation and servicing of life, accident, health, property, casualty, marine, fixed annuity, variable life and annuity insurance; insurance consultation; insurance administration services in the field of life, accident, health, property, casualty, marine, fixed annuity, variable life and annuity insurance; investment advisory consultation; mutual fund investment services; retirement fund investment services; and college savings plan investment services