YOUR FAMILY AND BUSINESS CARE

Owner

Goods & Services

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, business fundraising for others; Financial services, namely, savings programs for youths; Financial services, namely, vehicle title loans; Financial services, namely, wealth management services; Financial administration of medication reimbursement programs and services; Financial administration of pharmacy reimbursement programs and services; Financial advisory and consultancy services; Financial consultancy services in the area of healthcare; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial information and advisory services; Financial planning and investment advisory services; Charitable services, namely, providing financial assistance to meet the physical, psychological, social and other special needs of disabled persons; Charitable foundation services, namely, providing financial support to individuals who are seeking to be with family during the holidays but are unable due to financial constraints