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

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

FIDUCIAL

Owners

Goods & Services