FINANCIAL_SERVICESDISCUSSED

Cemetery investments to be reviewed with Edward Jones

The Marshfield Selectboard authorized member Chris Whalen to meet with Town Clerk Bobbi Brimblecombe and an Edward Jones representative to review and potentially adjust cemetery investment accounts. The goal is to reduce fees and adopt a more conservative investment strategy.

Status
DISCUSSED
Document date
August 18, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Edward Jones
Agency
Town of Marshfield · VT

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Existing cemetery investment accounts with Edward Jones may be modified to reduce expenses and adjust risk profile; specific changes and terms to be determined in future discussions.
Document type
Minutes
Source document
Town of Marshfield Selectboard Meeting Minutes 2026-08-18

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Marshfield?

Edward Jones was awarded this financial services contract by Town of Marshfield, as recorded on August 18, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Town of Marshfield Selectboard Meeting Minutes 2026-08-18 (Minutes), dated August 18, 2026 from Town of Marshfield. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Edward Jones hold?

Edward Jones may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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