CRYSTALIZE FINANCIAL Trademark

Investment consultation for individuals and families; Investment advice individuals and families; Financial consultancy individuals and families; Financial planning; Financial planning for retirement for individuals; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Estate planning for individuals and families; Insurance underwriting consultation for individuals and families; Insurance brokerage individuals and families; Investment management for individuals and families; Investment management for individuals and families in the fields of bonds, securities, retirement, private and public equity; Money management services for individuals and families, namely, management of investment portfolios consisting of securities and other financial instruments and products.