As financial advisors in Lexington & South Easton, MA, we have a heritage of excellence. Bickling Financial Services. Inc., was founded in 1984 by Dorothy Bickling. Dorothy is one of the first 600 people, and one of the first women, to earn the CERTIFIED FINANCIAL PLANNER(R) designation. Dorothy is a true pioneer.
Our passion is to see our clients achieve financial independence. We assist clients in achieving their goals: the short-term, day-to-day goals and, most importantly, the long-term goal of financial independence. Using sophisticated software tools, we can help you understand how to structure assets to optimize retirement income.
Our passion is to see our clients achieve financial independence. We assist clients in achieving their goals: the short-term, day-to-day goals and, most importantly, the long-term goal of financial independence. Using sophisticated software tools, we can help you understand how to structure assets to optimize retirement income.
Services
Bickling Financial Services was founded in 1984 to fulfill the vision of its principal, Dorothy Bickling, namely to partner with businesses and individuals to steer the steady growth of their invested retirement wealth through often unsettling market conditions. We are a family business committed to supporting our clients for the duration of each relationship.
The Children's Room offers virtual grief support services for children and families, for schools, and for community organizations across the Greater Boston area. Services include peer support groups, parent groups, teen programs, and Family Night. Consultations and referrals are also provided. Creating safe, supportive communities so that no child, teen, or family has to grieve alone.
Reviews (1)
Denise Wildfortune
May 28, 2021
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I've been with Bickling Financial for a dozen years or so. I'd been saving for my retirement but as I got older I wondered if I was on the right track. I enlisted Bickling to look me over got a complete review that included wills, medical proxies, savings, investments, and spending. When finished I had peace of mind knowing that my plan was sound and my risks tolerable.
At all times they were low pressure providing me with needed knowledge without the need to buy any products. I felt so comfortable with them that later I let them handle all my savings.
With their help I was able to achieve my
At all times they were low pressure providing me with needed knowledge without the need to buy any products. I felt so comfortable with them that later I let them handle all my savings.
With their help I was able to achieve my
