Bruce is an Accredited Investment Fiduciary (AIF®), financial planner and wealth advisor. He prides himself on understanding policies and procedures for a variety of investment choices in an ever-changing financial arena. He joined Bickling Financial Services in 2020.
Bruce provides comprehensive financial planning tailored to every client and brings his enthusiasm and experience to each client interaction. He enjoys guiding clients along a path to help them reach their objectives. After their financial goals are achieved, he works with clients to create a legacy for future generations.
Bruce began his career in the financial services industry after earning an MBA at Suffolk University. He founded a practice where he worked with business owners and physicians to carefully plan and implement strategies to help them meet their financial goals.
Bruce and his wife Susan reside in Danvers, Massachusetts. He enjoys spending his free time with his family.
Bruce can be reached at phone 781-268-0555 and firstname.lastname@example.org