36 Arranging and provision of credit, loans, insurance, currency exchange and travellers cheques; Capital investment consultation; Commodity investment advice; Consulting and information concerning insurance; Estate planning; Financial administration of retirement plans; Financial consultancy and insurance consultancy; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial evaluation for insurance purposes; Financial investment services, namely administering the issuance, underwriting and distribution of securities; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, life insurance settlement services; Funds investment; Insurance agencies; Insurance and financial information and consultancy services; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance premium rate computing; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment consultation; Investment management; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; On-line financial planning services; Providing information in insurance matters
Trademark: 77680243
