WELL ON YOUR WAY

Class [036]
Insurance & Financial Services

Investment of funds; investment management; financial asset management; financial services, namely, wealth management services; financial risk assessment services; financial risk management; financial investment brokerage; financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; actuarial services; financial and investment advisory services; financial retirement planning; financial planning; financial planning and investment consultation; investment transactions and processing in the nature of investment fund transfer and transaction services; financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing financial information via an interactive website and online computer database in the fields of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision-making, and financial risk management; financial administration and management of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; charitable fundraising services; estate planning, financial trust planning, and financial trust administration services