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Insurance; financial affairs; monetary affairs; real estate affairs
banking services; savings account and checking account services; check card services; credit card services; debit card services; mortgage lending services; consumer lending services; commercial lending services; specialty finance lending services, namely, lending to borrowers who do not fit standard underwriting models; online banking services; automated teller machine services; investment banking services; providing investment and financial information, advice, consultation, management and brokerage services; securities brokerage services; securities underwriting services; investment advisor services; financial portfolio management services; financial planning services; financial and investment services, namely, mutual fund distribution services; establishing and administering mutual funds for others; mutual fund brokerage, distribution and investment services; funds investment; funds investment consultation; providing information via the internet related to all of the foregoing services and related accounts; insurance services, namely, insurance brokerage and agencies in the fields of property and casualty, home, renters, mortgage, earthquake, flood, boat, life, health, long-term health, disability, pet, accidental death, accidental dismemberment, and credit insurance and annuities; providing financial sponsorship of non-profit community theatrical, cultural, arts and sporting events and programs; providing grants to teachers, students, educational institutions and community organizations; charitable and philanthropic services concerning monetary donations; providing educational scholarships; providing interactive websites containing information and services primarily relating to the foregoing services, namely, banking services, lending services, monetary donations and financial sponsorship information