36 Financial services, namely, financial planning; Financial advisory services; Customized financial management; Financial asset management; Investment management; Investment consultation; Money market account services; Investment and trust company services; Fiduciary services, namely, trust and estate planning, trust and estate plan consultation, estate settlement; Trust, estate and administration services, namely, investing and management of financial assets, executing and settling securities trades, financial transaction processing, online bill payment, bill payment; Financial planning for retirement; College tuition planning; Fund investment services in the nature of providing individual retirement accounts, 529 education savings plans, and Uniform Gifts to Minors Act accounts; ERISA, Taft-Hartley, employee benefit and employee pension plan administration and consultation; Providing online financial calculators; Investment management and distribution of annuities; Credit and financial risk management; and providing information in the fields of banking, finance, trusts, estates, investments, financial asset management, and financial planning, via various means, which may include but are not limited to, the internet, global networks, telephone, and facsimile; Banking services; Internet and online banking services; Personal and commercial banking services; Wire transfer services, namely, electronic transfer of funds; Electronic funds transfer services; Certified check services, namely, issuing certified checks; Providing account information by telephone and other means; Relationship banking services that offer customers the opportunity to receive a variety of money saving, wealth accumulation and convenience features including special rate offers on certificates of deposit, premium rates on savings accounts, and one combined account statement with links to customers' other accounts, including checking, savings, money market, certificates of deposit and/or loans; Cash management services, including account reconciliation, agent deposit reporting, automated clearing house, controlled disbursement, financial electronic data interchange reporting, wire transfers and zero balance accounts; Investment banking services; all of the foregoing directed particularly, but not exclusively, to high-wealth individuals
Trademark: 85681440
