Financial management services; fiduciary representative services; investment management services; investment advisory services; financial investment services in the fields of US and international securities, real estate, oil and gas and private investment funds; financial planning services; estate planning services; estate trust management services; insurance planning services, namely, insurance consultation; banking services, namely banking and checking account services; wire transfer services; bill payment services; payroll services, namely, payroll tax debiting; financial and investment appraisal of securities and investment portfolios; currency exchange services; advisory services concerning philanthropic donations in the form of cash and securities.
Financial management services; fiduciary representative services; investment management services; investment advisory services; financial investment services in the fields of US and international securities, real estate, oil and gas and private investment funds; financial planning services; estate planning services; estate trust management services; insurance planning services, namely, insurance consultation; banking services, namely banking and checking account services; wire transfer services; bill payment services; payroll services, namely, payroll tax debiting; financial and investment appraisal of securities and investment portfolios; currency exchange services; advisory services concerning philanthropic donations in the form of cash and securities.
