Conway Management Company

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

The National Investment Company Service Association (NICSA) is dedicated to connecting the global asset and wealth management community through a range of initiatives, including events, resources, and member benefits. NICSA fosters a collaborative environment for member firms, promoting diversity and providing platforms for industry leaders to share insights and best practices. Through various programs such as the Asset Wealth Management Summit and the Diversity Project, NICSA highlights the importance of diverse perspectives and addresses key issues facing the investment management industry. The organization actively engages its members with awards, research publications, and tools aimed at enhancing performance and innovation in the sector. Generated from the website

Heritage Financial Group Inc. is a provider of a full range of products and services. Located in Medford, Mass., the company renders an array of services, such as comprehensive financial planning, asset management, college planning, charitable giving planning, estate and income tax planning. In addition, it offers a range of products, including mutual funds, corporate/municipal bonds, certificates of deposit, individual retirement accounts(IRA), life insurance and retirement plans, to name a few. Heritage Financial Group Inc. has membership with Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corp. (SIPC).