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Banking services; credit card services; debit card services; commercial lending services; equipment financing services; mortgage and consumer lending services; financial services, namely, mutual fund distribution and transfer agent services; investment services, namely, investment advisor services; [ investment banking services; ] investment brokerage, consultation and management; securities brokerage; financial portfolio management; financial planning; insurance agencies in the fields of property and casualty, life, credit and disability insurance and annuities; philanthropic services concerning monetary donations; charitable fund raising services; providing interactive websites containing information related to the foregoing services