Bickling Financial Services
Bickling Financial Services, founded in 1984 by Dorothy Bickling, offers comprehensive financial planning services across multiple locations in Massachusetts.
Company History
Bickling Financial Services was founded in 1984 by Dorothy Bickling. Positioned as a pioneer in the financial planning sector, Dorothy Bickling was among the first 600 individuals and one of the earliest women to earn the CERTIFIED FINANCIAL PLANNER® designation. This historic foundation set the stage for the company's longstanding commitment to financial planning excellence.
Locations
Bickling Financial Services operates from three locations across Massachusetts. The company has branches in Lexington, South Easton, and Lynnfield, enabling it to serve a broad local clientele with dedicated and accessible financial planning services.
Services
Bickling Financial Services offers a comprehensive range of financial planning services designed to help clients manage their finances effectively. The primary services include Retirement Income Planning, Cash Flow Management, College Planning, and 401k & IRA Rollovers. The firm helps families align their spending with personal priorities and prepare for increasing education costs while simplifying the management of company 401k programs.
Software Tools for Retirement Income Optimization
Bickling Financial Services employs sophisticated software tools to optimize retirement income for its clients. These advanced technologies facilitate data-driven decision-making, ensuring that clients' retirement plans are both efficient and tailored to their unique financial goals.
Founder Dorothy Bickling
Dorothy Bickling, the founder of Bickling Financial Services, is a trailblazer in the financial planning industry. As one of the first 600 people and one of the first women to earn the CERTIFIED FINANCIAL PLANNER® designation, she has a notable place in financial planning history. Her passion for helping clients achieve financial independence continues to drive the firm's mission and service philosophy.