Bickling Financial Services was founded in 1984 to fulfill the vision of 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. You will not be transitioned to a junior member or affiliated adviser. As business owners, we are not going to be promoted, transferred, downsized, or laid-off. We maintain strong, long-term relationships with our clients, by recognizing their unique challenges and financial objectives. We generally forgo commissions in favor of reasonable asset management fees to align our compensation with our client’s long-term goals.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (781) 862-9792.
Investment Advice offered through Bickling Financial Services, Inc., a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Bickling Financial Services are not affiliated companies.