financial services, namely, providing financial advice and planning to individuals who have received lump sum or large cash distributions

'advic':6 'cash':18 'distribut':19 'financi':1,5 'individu':10 'larg':17 'lump':14 'name':3 'plan':8 'provid':4 'receiv':13 'servic':2 'sum':15

printed and electronic publication, namely, a newsletter providing financial advice to clients who have received lump sum or large cash distributions

'advic':10 'cash':20 'client':12 'distribut':21 'electron':3 'financi':9 'larg':19 'lump':16 'name':5 'newslett':7 'print':1 'provid':8 'public':4 'receiv':15 'sum':17

WEALTH WATCH

Owner

Goods & Services