FINTRUST

Owners

Goods & Services

Providing financial strategic planning services, namely, financial planning, retirement planning, estate planning, investment advisory, and wealth management services to individuals and entities relating to retirement plans; fiduciary services, namely, fiduciary representative services for corporate retirement plans, municipalities, endowments and foundations; institutional brokerage, namely, financial investment brokerage and research services with respect to financial products and services for public companies; insurance consultancy services, namely, providing advice in the field of life, health, long-term care, and annuities insurance; providing insurance services, namely, issuing and administration of life, health, long-term care, and annuities insurance; financial advising and planning services with respect to providing non-qualified deferred compensation retirement plans for companies