A new Massachusetts privacy law means more compliance hurdles for advisors.David Edwards, president of Heron Financial Group, speaks with columnist Suzanne Barlyn about tackling the requirements.
Over the next 6 months, we will be upgrading all our technolgoly solutions to meet or exceed "best practices" for securing your private information.
As always, feel free to call us with questions.
Yours sincerely, David Edwards President
Heron Financial Group, LLC, is an SEC registered investment advisor providing fully managed investment and wealth management services to individuals, families, trusts, defined benefit plans and corporations. |