CHARLESBRIDGE

Owners

Goods & Services

Banking services; financial services, namely, providing financial analysis, consultation, planning and management; electronic payment services, namely, bill payment services and processing of electronic payments; money transfer services; safety deposit box services; financial lockbox services, namely, lockbox services for the collection and processing of payment of customers' accounts, and providing safe deposit lockbox facilities for customers; automated teller machine services; online banking services; mobile banking services; savings account services; checking account services; issuing letters of credit; mortgage lending; loan financing; financing business loans; commercial lending services; equipment financing services; arranging for construction project financing; home equity lines of credit; wealth management services; retirement financial planning; investment and investment advisory services, namely, providing financial investment analysis, consultation, financial planning, management, advisory, brokerage, banking, and financial research services with respect to stocks, mutual funds, securities, bonds, real estate and commodities; financial planning; college and education financial planning; trust services, namely, financial trust planning; estate planning consultation; charitable monetary giving consultation for non-profit and charitable organizations; endowment financial management; providing insurance administration and insurance consultation services in the fields of life, long-term care, disability, key person, health and credit insurance services; 401(k) retirement plan financial administration