Bickling Financial Services
35 Bedford Street, Lexington, Massachusetts 02420
About the Business
Bickling Financial Services, located at 35 Bedford Street in Lexington, Massachusetts, is a renowned finance institution with a legacy of excellence. Founded in 1984 by Dorothy Bickling, one of the first individuals to earn the CERTIFIED FINANCIAL PLANNER® designation, Bickling Financial Services is dedicated to helping clients achieve financial independence.
Specializing in assisting clients with both short-term and long-term financial goals, Bickling Financial Services utilizes advanced software tools to optimize retirement income and ensure that spending reflects personal priorities. From planning for education costs to managing company 401k programs, their team of experts is committed to simplifying complex financial matters for their clients.
With a focus on providing exceptional service and expertise, Bickling Financial Services is a trusted partner in helping individuals and families navigate the world of finance. Contact them today to schedule a consultation and take the first step towards financial security and independence.
Photos
Contacts
35 Bedford St Suite 15, Lexington, MA 02420, United States
Opening hours
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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 retirement dream. Bickling manages my retirement funds ensuring that my money works for me. I love these folks!"
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