CONTACT

Scheduling Appointments and Amending Appointments

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

Account Openings, Deposits Including Rollovers and Withdrawals

Jack Freedman, (781) 862-9792, extension 9050, jack.freedman@bickling.com
Sally Moulton, 781-268-0555, sally.moulton@bickling.com

Accessing your accounts directly on Fidelity or Schwab’s website (unfortunately we cannot reset your passwords at Fidelity or Schwab)

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

Black Diamond Questions

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