36 Estate trust management; Estate trust planning; Financial administration of retirement plans; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial trust administration; Financial trust operations; Financial trust planning; Individual retirement account services; Investment management; Maintaining escrow accounts for investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Real estate escrow services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Trust management accounts; Trust services, namely, investment and trust company services