our heritage

As financial advisors in Lexington, 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® destination. Dorothy is a true pioneer.

OUR PASSION

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

ANDREW BETTS, MBA, CFP®

DOROTHY I. BICKLING, ED.D., CFP®

SPENCER BETTS, BS, CFP®

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.

CONTACTS

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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.

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