our heritage

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® 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.

Meet our advisors




Areas of Experience

At Bickling Financial, we provide professional assistance in the following areas:

Retirement Income Planning

Using sophisticated software tools, we can help you understand how to structure assets to optimize retirement income.

Cash Flow Management

Helping families ensure that their spending reflects their peresonal priorities is often the first step towards a more conscious and competent control over finances.

College Planning

Rising education costs require a forward-thinking plan. Bickling Financial Services can help you prepare for one of life’s biggest investments.

401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but Bickling Financial Services will make it easy. Our time-tested benefit strategies will leave your employees in good standing.


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The content is developed from sources believed to the providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionala for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on atopic that may be of interest. Advisor Launchpad is not affiliated with the name representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Bickling Financial Services. inc., a registered investment advisor and seperate entity from LPL Financial.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CA, CO, CT, DC, FL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, TX, VA, WA