WEALTH IS MONEY WITH A PLAN

Banking services; investment management; stock brokerage, fiduciary representative services, namely, acting as personal representatives of decedent's estates and as trustees of trusts; custodian services, namely, holding stocks, bonds, securities and other financial and investment instruments for others; financial and estate planning; financial planning services in the nature of retirement, gift, and distribution planning; annuities and life insurance underwriting; financial management of endowments and charitable and private foundations; administration of employee benefit plans; mortgage lending; financial investment services, namely, offering certificates of deposit, demand deposit, and time deposit products; loan financing, including, commercial and consumer lending services