Principal

Funds Investment

Trust and Custodial Services For Retirement Plans, Namely, Investment of Funds For Others In the Field of Mutual Funds and Individual Retirement Accounts

Administration of Employee Pension Plans

Financial Services In the Nature of an Investment Security

Investment Management Services

Mutual Fund Investment, Distribution and Brokerage

Administration of Employer Provided and Individual Pension and Fixed Investment Income Programs

Registered Investment Advisory Services and Broker-Dealer Securities Services, Namely, Brokering and Trading In Securities and Providing Investment Advisory Services

Banking Services

Consumer Loan Financing

Pension Plan Consulting

Estate Planning

Financial Planning

Administration Services of Insurance In the Fields of Life, Health, Disability, Dental, Prescription Drug, Vision and Accidental Death and Dismemberment

Administration of Employee Benefit Plans, Namely, Deferred Compensation Benefit Plans, Profit Sharing Plans and Cafeteria Plans

Insurance Underwriting and Brokerage Services For Groups and Individuals In the Fields of Life, Health, Disability and Dental

Mortgage Banking Services

Mortgage Brokerage Services

Real Estate Mortgage Lending and Mortgage Asset Procurement For Others

Maintaining Real Estate Mortgage Escrow Accounts

Real Estate Investment Services

Real Estate Management

Leasing of Commercial Real Estate

Financial Investment In the Field of Real Estate Development

Providing Administration Services To Employee Welfare Benefit Plans and Pre-Paid Dental Plans and Claims Administration, Namely, Claims Processing. and Retail Commercial Banking Services, Namely, Checking, Savings, Money Market, Credit Cards, Certificates of Deposit, Mortgage Loans, Commercial Real Estate Lending, and Corporate Banking Services