90496907
Jan 29, 2021
Financial wellness program services, namely, providing financial advice and consulting to individuals, plan sponsors and companies as part of benefit programs for employees and participants; providing financial wellness information via a web site; financial wellness assessments in the nature of financial advice, management, and consulting; financial wellness counseling in the nature of financial advice, management and consulting; financial advisory and consultancy services; financial retirement plan consulting; financial planning; financial planning consultation; financial planning for retirement; financial risk management; retirement plan investment advising services; investment advisory services; and investment management services; all of the foregoing provided in connection with financial wellness programs as part of benefit plans for employees and plan participants
Insurance and Financial