BLUESTAR FINANCIAL PARTNERS

Owners

Goods & Services

Advice relating to investments; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability,cancer insurance, accidental death and dismemberment; Brokerage services for stocks and bonds; Estate planning; Estate trust planning; Fiduciary services, namely, fiduciary representative services; Financial advisory and consultancy services; Financial asset management; Financial consultancy and insurance consultancy; Financial planning and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Insurance brokerage services; Insurance consulting in the field of life insurance; Investment advisory services; Life insurance brokerage; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others