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You recently graduated from college with a business degree and accepted a position at a major corporation earning more than you could ever dreamed. You wanted to 1) open a checking account for transaction purposes, 2) open a savings account for emergencies, 3) invest in an equity mutual funds for that far off future called retirement, 4) see if you can find more affordable auto insurance, and 5) borrow funds to buy a condo, helped along by your uncle who said he was so proud of your grades that he wanted to give you $20,000 towards a down payment. Make five lists of the financial service firms that could provide you each of these services. (one list for each of the five needs noted above)

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