Our
Clients

Who We Serve

At Bickling Financial Services, we partner with individuals and families who value personalized advice and long-term financial security. Our clients come from diverse backgrounds, but they share a common goal: building a secure financial future.

Our Client Specialties

Tailored solutions for our clients.

PRE-RETIREES & YOUNG PROFESSIONALS

PRE-RETIREES & YOUNG PROFESSIONALS

Life’s transitions — career growth, family planning, and preparing for retirement — require thoughtful financial strategies. At Bickling Financial Services, we guide you through these pivotal stages with personalized planning and investment management designed to turn today’s success into tomorrow’s security.

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BUSINESS OWNERS

BUSINESS OWNERS

Running a business is rewarding, but it comes with unique financial challenges. At Bickling Financial Services, our advisors understand the complexities of managing both personal and business wealth. We provide tailored strategies to help new and established business owners protect assets, plan for growth, and prepare for the future.

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RETIREES

RETIREES

Retirement is a major life transition, and we’re here to make it smooth, secure, and fulfilling. At Bickling Financial Services, we provide retirees with personalized strategies to protect wealth, generate income, and enjoy the lifestyle they’ve worked hard to achieve.

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Contact Our Team

Have a question? Please complete this form and we will get in touch with you within one business day.
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LEXINGTON MAIN OFFICE

35 Bedford Street Suite 15
Lexington, MA 02420
Office: (781) 862-9792
Fax: (781) 674-2545

Email Us

LYNNFIELD OFFICE

200 Broadway #305
Lynnfield, MA 01940
Phone: (781) 268-0555

SOUTH EASTON OFFICE

45 Bristol Drive, Suite 101
South Easton, MA 02375
Office: (508) 230-3588

Legal & Privacy | Web Accessibility Policy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org