Dorothy Bickling, a Financial Advisor, is the principal of Bickling Financial Services in Lexington, Massachusetts. The firm is known for the planning and investment management services provided to individuals and business firms in the greater Boston area. Her background includes a unique combination of skills and experiences: portfolio selection and management; auditing; income tax and financial statement preparation; supervision; training; evaluation; business management; personal and financial counseling; research and consulting.
She is particularly astute in analyzing situations, noting the main concerns, the positive and challenging components, as well as the ramifications of various alternatives. These skills are used equally effectively in business consultations and in assisting individuals. She is noted for her ability to assist clients with clarifying their goals so that these are kept in mind when subsequent alternatives are evaluated.
Dr. Bickling is an excellent communicator and effective presenter. She can demystify complicated information and presents with clarity and lucidity. A variety of very different audiences seek her out, knowing that her presentation will be interesting, stimulating and informative. She is responsive to particular concerns of individuals and organizations tailoring her presentations and readily responding to needs as they arise. She has designed courses, workshops, seminars and training programs. Dorothy has given presentations at various professional meetings at local, state, regional, national and international levels on a variety of topics.
Psychology (she was a licensed psychologist), accounting and finance combine to make her a skilled Financial Advisor. She assists clients in comprehensive financial planning, noting all aspects of their financial affairs. She has extensive experience in retirement planning, investment management and tax planning.
She attended the University of Colorado as a Boettcher Scholar and received a Bachelor of Science in Accounting and Finance. She received a Master of Arts degree in Business Education. Her doctoral degree in Counselor Education is from Auburn University.
Her financial planning practice is fee-based. Bickling Financial Services is a Registered Investment Advisor.
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.