FI

Owners

Goods & Services

Tax advisory services; tax planning, information and consultancy services; tax preparation services; accounting services

Office of Supervisory Jurisdiction (OSJ) services for financial advisors in the nature of reviewing standards and practices to assure compliance with financial reporting laws and regulations via annual inspections, either on sight or virtually, namely, review of financial accounts and transactions, correspondence and communications, accounting books and records, checking accounts, and financial professionals' general business overview

Financial planning services; investment management services; estate planning; Financial services, namely, financial planning and consultation in the field of retirement and estate planning; business owner services, namely, financial retirement plan consultation; financial services, namely, investment management, investment advisory services, and asset management services; Insurance and annuities administration information; Insurance and annuities brokerage; Insurance and annuities administration advisory services; Financial advisory services; Investment advisory services