Investment Services
Wealth Management: Financial advisors and firms help clients manage and grow their wealth through investment strategies, asset allocation, and financial planning.
Brokerage Services: Stockbrokers and online trading platforms (e.g., Charles Schwab, Robinhood) allow individuals and businesses to buy and sell securities like stocks, bonds, mutual funds, and ETFs.
Pension Funds and Retirement Planning: These services help individuals and employees plan for retirement by investing in pension schemes, 401(k) plans, or other retirement accounts.
Insurance Services
Life Insurance: Provides financial protection for individuals in case of death, offering beneficiaries a lump-sum payment.
Health Insurance: Covers medical expenses for individuals and families, ensuring access to healthcare services.
Property and Casualty Insurance: Protects against financial losses from damage to property (homes, cars, etc.) and liability claims (e.g., accidents).
Business Insurance: Provides coverage for businesses against risks such as property damage, liability, employee injuries, and business interruptions.