Legal services; Attorney services, namely, representation of clients in tax matters; Legal services, namely, representing clients in trusts, wills, and estate planning matters; Legal services, namely, assistance with legal compliance with the federal Health Insurance Portability and Accountability Act of 1996

'1996':41 'account':38 'act':39 'assist':27 'attorney':3 'client':8,16 'complianc':30 'estat':21 'feder':33 'health':34 'insur':35 'legal':1,12,24,29 'matter':11,23 'name':5,14,26 'plan':22 'portabl':36 'repres':15 'represent':6 'servic':2,4,13,25 'tax':10 'trust':18 'will':19

Financial consultancy; Cash management; Capital investment services; Capital investment management; Financial investment analysis and stock research; Financial investment brokerage; Financial information; Financial management

'analysi':13 'brokerag':19 'capit':5,8 'cash':3 'consult':2 'financi':1,11,17,20,22 'inform':21 'invest':6,9,12,18 'manag':4,10,23 'research':16 'servic':7 'stock':15

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