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HERON FINANCIAL
GROUP, LLC
Complying
With New Massachusetts Privacy Law
April 28th,
2010
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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.
David Edwards Interview
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.
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HERON FINANCIAL
GROUP, LLC.
www.HeronCapital.com
(800)
99-HERON
TD>
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