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Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consultation; Financial evaluation for insurance purposes; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial risk management; Financial services, namely, mortgage planning; Insurance and financial information and consultancy services; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Mutual fund investment; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing on-line financial calculators; Provision of financial information; Real estate investment