WARDEN

Class [036]
Insurance & Financial Services

Personal financial management consultation, advisory, analysis, and assistance services; financial planning consultation, advisory, analysis, and assistance services; provision of financial information concerning financial management and financial planning; financial management and financial planning services delivered via global computer networks; providing financial information to consumers in the fields of personal financial management; providing financial information to consumers on optimizing interest and fees for financial and card accounts; personal financial risk assessment services, namely, financial risk scoring and modeling; credit score services being providing financial history, payment history, loan and debt burden information to consumers; financial portfolio analysis services, namely, providing consumers with insights into how they compare against others like them in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; providing personal financial data analysis for financial planning purposes and to facilitate financial advisory services; providing financial information on optimizing interest and minimizing fees for financial and card based accounts; providing financial information to consumers in the fields of individual and small business financial management; loan comparison services, namely, providing information related to obtaining loan financing; loan comparison services, namely, providing information on qualifying requirements related to obtaining loan financing; credit scoring services; loan comparison services, namely, providing information related to obtaining personal loans, peer-to-peer loans, and student loans; loan comparison services, namely, providing information on qualifying requirements related to obtaining personal loans, peer-to-peer loans, and student loans; estate planning services; financial planning services; retirement financial planning services; providing insurance policy comparisons, namely, information comparing insurance coverage, terms and conditions; advice in the fields of personal finance, financial planning and investing; Financial management services; Accounting services being online financial, income and expense tracking services; financial planning services; financial account management services; financial transaction management services; accounting services being tracking and managing finances, income and expenses; receiving amounts due and processing financial transactions; providing financial transaction information and financial account balance information; providing financial information regarding assets and asset classes via email and text notification alerts; financial analysis and financial decision making being analysis services; accounts payable debiting services; Providing financial information, news, opinions, advice, and guidance in the fields of banking, financial management, saving and financial planning, college savings, and retirement financial planning, including via computer and communication networks, the internet, and social media; providing financial information, news, opinions, advice, and guidance in the fields of personal budgeting and household budgeting, including via computer and communication networks, the internet, and social media; providing financial information, news, opinions, advice, and guidance in the field of consumer spending, including via computer and communication networks, the internet, and social media; provision of personalized financial information concerning financial management, budgeting, and credit scoring; Personal and small business financial management services; online banking; financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; financial planning; financial management; financial analysis; bill payment services in the nature of scheduling and payment of bills; financial management services, namely, tracking of personal and business expenses; forecasting and analysis of financial data; financial data aggregation being analysis, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; financial administration and management services for the management of credit and debit cards, loans, mortgages, investments and financial accounts; providing financial information, news, opinions and advice in the fields of banking, financial management, saving and financial planning and retirement financial planning, including via computer and communication networks, the internet, and social media; providing financial information, news, opinion and advice in the fields of personal budgeting and household budgeting, including via computer and communication networks, the internet, and social media; providing financial information, news, opinions and advice in the field of consumer spending, including via computer and communication networks, the internet, and social media; Electronic bill payment services, namely, receipt, processing, and payment of bills