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Advice relating to investments; Brokerage in the field of insurance, mutual funds, investments, mortgages, real estate; Capital investment consultation; Credit and financial consultation; Equity capital investment; Financial analysis and consultation; Financial consultation; Financial investment in the field of insurance, mutual funds, investments, mortgages, real estate; 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; Insurance agencies; Insurance agencies in the field of insurance, mutual funds, investments, mortgages, real estate; Insurance consultation; Insurance services, namely, writing property and casualty insurance; Insurance underwriting in the field of insurance, mutual funds, investments, mortgages, real estate; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment consultation; Life insurance brokerage
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