36 Capital investment services; Estate planning; Financing and loan services; Fund investment consultation; Insurance agency and brokerage; Leasing of real estate; Lending consultant services; Mortgage brokerage; Real estate management services; Real estate brokerage; Real estate financing services; Real estate investment consultancy; Real estate lending services; Annuity services, namely, account and investment administration; Brokerage services for capital investments; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Charitable foundation services, namely, providing fundraising activities, supplemental funding, capital improvement funding, scholarships and financial assistance for programs and services of others; Commercial lending services; Corporate finance services, namely, consultation in the field of capital structure; Financial advice relating to tax; Financial consulting and advising in the field of mergers and acquisitions; Financing of real estate development projects; Housing services, namely, real property acquisition and consumer financing to facilitate home ownership; Individual retirement account services; Information, advisory, consultancy and financial research services relating to finance and investments; Merchant services, namely, payment transaction processing services; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing venture capital, development capital, private equity and investment funding; Providing working capital; Trust management accounts
Trademark: 98072022
