ENRICHED THINKING

Class [36]
Insurance & Financial Services

Banking services; credit card services; financial services, namely lending services, foreign exchange services, financial investment brokerage services, investment management services, investment counselling, investment advice, namely income and asset protection through licensed advisors, tax advisory services; financial investment counselling; wealth management services, namely estate and trust services, namely trust set up, management, settlement and administration, providing strategies and advice regarding retirement, wills and estate and trust services, custodial services, business and farm succession planning services; financial management; financial planning; asset management services; financial administration of retirement plans; insurance services.