36 Banking services; personal and consumer banking services; business and commercial banking services; retail banking services; savings account services; money market account services; health savings account services; financial advisory services; financial administration of retirement plans; financial analysis services; financial asset management services; financial consultancy and consultation services; financial evaluation for insurance purposes; financial information services; financial investment brokerage services; financial investment analysis and stock research; financial management services; financial planning services; financial planning for retirement; personalized financial planning services; strategic financial advisory services; financial portfolio analysis services; financial portfolio management services; management of securities portfolios; financial account analysis services; financial research services; financial restructuring services; financial risk management services; providing financial information; providing information in the field of personal finance; estate planning services; individual retirement account services; employee retirement account services; investment advisory services; investment account services; investment consultancy and consultation services; investment management services; investment of funds for others; mutual fund investment services; fund investment consultation; funds investment services; financial services, namely, wealth management services; financial services, namely, investment fund transfer and transaction services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial advisory, consultancy and planning services, namely, the creation of personalized strategies to achieve financial independence; financial advisory, consultancy and planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial consulting services in the field of planned giving for non-profit and charitable organizations; investment services, namely, consultation and management services; information, advisory, consultancy and research services relating to finance and investments; establishing mutual fund portfolios and model financial portfolios for others; evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information and advice in the fields of finance, financial investments and financial aspects of retirement; developing financial and investment plans for others; developing financial and investment portfolios for others; analysis of investment and retirement goals through financial and investment portfolio evaluation, cash flow analysis, income tax assessment and estate plan review; strategic financial planning services, namely, providing retirement income and capital needs analysis, income tax and capital gains tax analysis and strategies, investment analysis and strategies, estate planning and estate tax minimization and charitable giving strategies; investment advisory services, namely, assessment of investment objectives, time horizons, and risk tolerance and risk temperament; administration of individual retirement accounts; management of individual retirement accounts; financial administration of retirement plans; trust services, namely, investment and trust company services; corporate trust services, namely, administration services, management services and financial planning services; employee benefits trust services, namely, administration services, management services and financial planning services; financial trust services, namely, administration services, management services and financial planning services; individual and personal trust services, namely, administration services, management services and financial planning services; administration and management of employee pension plans and employee profit sharing plans; providing information in the field of employee financial benefit plans; providing on-line information to participants, employers and plan sponsors regarding employee benefit plans, employee pension plans and employee profit sharing plans; and providing trust and retirement account information, trust and retirement account balances, and trust and retirement account portfolio information, all via an on-line global computer or communication network
Trademark: 85466003
