36 Financial planning and investment advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creation of personalized financial strategies; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Trademark: 97833636
