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    CLIENT FAQ'S

    ADMINISTRATIVE

    I would like to retitle my accounts

    I have a question regarding an account transfer

    I have a question on a new or existing life insurance policy

    I have a question regarding the new account process

    I need to update my address or beneficiary

    I would like to schedule a meeting or call with Steve and Al

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    TECHNOLOGY

    I would like to access my accounts online

    I need to retrieve my 1099’s and/or statements

    I would like to go paperless

    I need to reset my eMoney and/or Account View password

    I have technology questions relating to eMoney or Account View

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    INVESTMENT PRODUCTS & PLANNING

    I have questions regarding Real Estate, Annuities & Structured Note products

    I have planning related inquiries

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    MONEY MOVEMENT REQUESTS

    I need to access money from my account(s)

    I would like to update my bank account

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    The Salkins Group | 200 Fifth Avenue, Suite 4010, Waltham, MA 02451 | 781-373-4490

    Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial.  Investment advice offered through Integrated Financial Partners, a registered investment advisor. Integrated Financial Partners, Integrated Partners and The Salkins Group are separate entities from LPL Financial. 

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    LPL Financial and Integrated Financial Partners do not provide tax services. 

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    For more information visit www.FINRA.org or www.SIPC.org.

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    The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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    Click on the links for a copy of the Firm ADV and Client Relationship Summary.