Bickling Financial Services

At Bickling Financial Services, we're passionate about empowering individuals and families to achieve financial independence. Our heritage of excellence, dating back to 1984, has been built on a foundation of trust, integrity, and a commitment to delivering personalized financial guidance. Our team of experienced professionals, led by Dorothy Bickling, one of the first 600 people and one of the first women to earn the CERTIFIED FINANCIAL PLANNER designation, is dedicated to understanding each client's unique challenges and financial objectives.

Our Services

We offer a comprehensive range of financial services designed to help our clients achieve their goals. Our areas of expertise include Retirement Income Planning, Cash Flow Management, College Planning, and 401k & IRA Rollovers. Our sophisticated software tools and expert guidance enable us to help our clients structure their assets to optimize retirement income, manage their spending to reflect their personal priorities, and make informed decisions about their financial future.

Our Approach

At Bickling Financial Services, we believe that education and understanding are essential to making informed financial decisions. That's why we take the time to get to know each of our clients, understand their unique challenges and objectives, and provide personalized guidance and support. We're committed to building long-term relationships with our clients, and we're dedicated to helping them achieve financial independence.

Our Team

Our team is comprised of experienced professionals who are passionate about delivering exceptional service and guidance to our clients. Meet our team of experts, including Andrew Betts, CFP, Spencer Betts, CFP, and Robin Urciuoli, CFP and CPA, who are dedicated to helping our clients achieve their financial goals.

Our Heritage

Bickling Financial Services was founded in 1984 by Dorothy Bickling, a true pioneer in the financial services industry. Since our inception, we've been committed to providing exceptional service and guidance to our clients, and we're proud of our heritage of excellence.