MERRITT POINT WEALTH ADVISORS

Owners

Goods & Services

Financial investment analysis and stock research; Financial planning and investment advisory services; Financial planning, namely, providing information for the creation of investment strategies; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of financial stock and equity markets; Providing investors with financial information; Financial and investment services, namely, management and brokerage in the fields of stocks. bonds, options, commodities, futures and other securities, and investment of funds of others; transfer agency services rendered to issuers of investment securities; financial analysis, management, consulting and advisory services; fund investment; account reporting services, namely, providing bank account and investment account information; electronic funds transfer; financial information and evaluation services; savings and loan services; individual savings account services; capital investment services; financial transaction services, namely, trading of financial instruments; investment services, namely, financial asset management; financial exchange services; financial securities exchange services; commodities exchange services; investment analysis; trust and estate trust management services; retirement payment services, namely, financial administration of retirement accounts; and trusteeship representatives