Preparation and presentation of seminars, workshops, participation in and sponsorship of radio show relating to investment and financial planning; Financial service providers and consultants utilizing investment advisor services for planning and development of financial resources for clients utilizing investments in stocks, bonds, CDs, mutual funds, exchange traded funds, index accounts, retirement planning, managed portfolios, REITS, unit investment trusts, variable annuities, financial planning, financial analysis and implementation of strategies in investment planning, financial portfolio analyses services for clients or prospective clients, financial evaluation for insurance

'account':50 'advisor':27 'analys':74 'analysi':64 'annuiti':60 'bond':42 'cds':43 'client':37,77,80 'consult':24 'develop':32 'evalu':82 'exchang':46 'financi':18,20,34,61,63,72,81 'fund':45,48 'implement':66 'index':49 'insur':84 'invest':16,26,39,57,70 'manag':53 'mutual':44 'particip':7 'plan':19,30,52,62,71 'portfolio':54,73 'prepar':1 'present':3 'prospect':79 'provid':22 'radio':12 'reit':55 'relat':14 'resourc':35 'retir':51 'seminar':5 'servic':21,28,75 'show':13 'sponsorship':10 'stock':41 'strategi':68 'trade':47 'trust':58 'unit':56 'util':25,38 'variabl':59 'workshop':6

BROOKSTONE FINANCIAL

Owner

Goods & Services