Bruce Goodman, AIF®, joined Bickling Financial Services in 2020 as a Financial Planner and Wealth Advisor.
Bruce started work in the financial services industry after receiving his MBA at Suffolk University. He founded his own practice where he worked with business owners and physicians to carefully plan and implement strategies to assure that they were able to meet their financial goals in a timely fashion. Bruce assists clients at every step of the way in reaching their goals. After basic goals are reached, then he helps to construct ways to pass on personal and business assets to future generations. Bruce brings much enthusiasm and experience to each client interaction.
Bruce is an Accredited Investment Fiduciary (AIF®). He prides himself in understanding policies and procedures for a variety of investment choices in an ever-changing financial arena. He provides comprehensive financial planning in a very professional but individualized manner.
Bruce Goodman began his career after the completion of his Masters Degree in Business Administration from Suffolk University.
During Bruce’s free time he enjoys spending it with family, and he currently resides in Danvers, MA with his wife Susan.
Bruce can be reached at phone 781-268-0555 or firstname.lastname@example.org
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.