Banking; Banking and financial services in the nature of an investment security; Insurance services, namely, issuance of auto, home, renters, umbrella, personal article insurance; Investments consulting and investment advisory services; Financial planning; Financial planning for retirement; Savings account services for use in funding higher education costs; Insurance brokerage; Trust management accounts; Mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and bank

'account':38,51 'advisori':29 'articl':23 'auto':18 'bank':1,2,65 'broker':63 'brokerag':48 'buyer':55 'consult':26 'cost':46 'educ':45 'financi':4,31,33 'fund':43 'higher':44 'home':19 'insur':13,24,47 'invest':11,25,28 'issuanc':16 'manag':50 'mortgag':52,60,62 'name':15,54 'natur':8 'person':22 'plan':32,34 'pre':57 'pre-qualif':56 'qualif':58 'renter':20 'retir':36 'save':37 'secur':12 'servic':5,14,30,39,53 'trust':49 'umbrella':21 'use':41

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