VISTA CIMA WEALTH MANAGEMENT

Owner

Goods & Services

Annuity services, namely, account and investment administration; Estate planning; Fiduciary services, namely, fiduciary representative services; Financial advice; Financial advice and consultancy services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Insurance brokerage services; Insurance consulting in the field of life insurance; Insurance services, namely, underwriting life insurance; Life insurance brokerage; Trustee services; Financial portfolio management; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Investment management of and distribution of annuities