Financial services, namely, personal and business financial planning, financial research, financial analysis and consultation, financial management, portfolio management, investment planning, wealth management, investment advisory and planning, insurance planning, estate planning, retirement planning, and financial planning for education

'advisori':24 'analysi':12 'busi':6 'consult':14 'educ':37 'estat':29 'financi':1,7,9,11,15,34 'insur':27 'invest':19,23 'manag':16,18,22 'name':3 'person':4 'plan':8,20,26,28,30,32,35 'portfolio':17 'research':10 'retir':31 'servic':2 'wealth':21

Business services for others, namely, bookkeeping, tax preparation, tax consulting, business research, business marketing, human resources recruitment, payroll preparation; accounting services; business management consulting; conducting marketing studies

'account':20 'bookkeep':6 'busi':1,11,13,22 'conduct':25 'consult':10,24 'human':15 'manag':23 'market':14,26 'name':5 'other':4 'payrol':18 'prepar':8,19 'recruit':17 'research':12 'resourc':16 'servic':2,21 'studi':27 'tax':7,9

Educational services, namely, conducting seminars in the field of financial planning and business management

'busi':13 'conduct':4 'educ':1 'field':8 'financi':10 'manag':14 'name':3 'plan':11 'seminar':5 'servic':2

"COLLABORATIVE SERVICES"

Owner

Goods & Services