36 Financial advisory and consultancy services, namely, financial planning, investment advice, investment management, investment consultation, college education planning, 401k planning and retirement planning; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, and life insurance, including short term disability and long term disability; Cash management; Insurance consulting in the fields of life, disability, long-term care, property and casualty, and health insurance; Debt management consulting; Estate Planning; Financial services, namely, wealth management services; Social Security and Medicare consulting services rendered to individuals
Trademark: 85599516
