NORTHPOINT FINANCIAL GROUP

Owners

Goods & Services

Advice relating to investments; Annuity services, namely, account and investment administration for the purposes of financial planning and investment advisory services, and the investment and distribution of annuity funds; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy, namely, financial planning and investment advisory services; Financial consultancy, namely, financial planning and investment advisory services and insurance consultancy; Financial advisory services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services relating to financial planning and investment advisory services; Financial trust planning; Investment advisory services; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Providing advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services; Trust services, namely, investment and trust company services