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FAQ

Patricia Dolan, 781-862-9792, patricia.dolan@bickling.com

Ann Graziani, 781-862-9792, ann.graziani@bickling.com
Sally Moulton, 781-268-0555, sally.moulton@bickling.com

Call Fidelity Institutional at 800-523-7166
Call Schwab Advisor Services at 877-711-9407

Patrick Hanlon, 781-862-9792, patrick.hanlon@bickling.com
Peter Deschenes, 508-230-3588, peter.deschenes@bickling.com

Kate Van Wely, 781-268-0555, kate.vanwely@bickling.com

Check your background of your financial professional on FIRNA's BrokerCheck.

Securities offered through PKS, Member FINRA/SIPC. Headquartered at 80 State St, Albany NY 12207. Bickling Financial Services, Inc and PKS are not affiliated entities.

Investment Advice offered through Bickling Financial Services, Inc., a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Bickling Financial Services are not affiliated companies.