Bickling Financial Services

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

35 Bedford St Ste 15, Lexington, Massach...

Phone Number

(781) 862-9792

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Bickling Financial Services

Bickling Financial Services, based in Lexington, MA, specializes in wealth management solutions tailored to individual financial goals. Founded in 1984 by Dorothy Bickling, a pioneer in financial planning, the firm is dedicated to helping clients achieve financial independence through services such as retirement income planning, cash flow management, and college planning. The team, including certified financial planners, emphasizes personalized service and the use of advanced technology to connect with clients. Bickling Financial Services aims to simplify financial management and empower clients to take control of their financial futures.Explore more
Bickling Financial Services's Social MediaPopular SearchesBickling Financial Services IncBickling Financial ServicesBickling Financial ServiceBickling Financial Services LLCDorothy BicklingSIC Code 62,628NAICS Code 52,523Show more

Bickling Financial Services Org Chart

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Director, Operations, Bickling Financial Serv...

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Director, Marketing

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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bickling Financial Servic...

<$5M
11-50
Private
-
1984
PD
Peter DeschenesDirector, Operations, Bickling Financial Services Hightower Advisors
$5.6M
11-50
Private
-
2011
TA
Tammy ArrandOffice Administrator
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
<$5M
1-10
Private
-
-
SW
Stuart WeierCertified Financial Tm Planner & Professional
<$5M
1-10
Private
-
2014
MA
Mark AlcornFounding Member and President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bickling Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bickling Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bickling Financial Services.

Bickling Financial Services Tech Stack

A closer look at the technologies used by Bickling Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Bickling Financial Services

What is Bickling Financial Services's official website?
Bickling Financial Services's official website is www.bickling.com
What is Bickling Financial Services's Revenue?
Bickling Financial Services's revenue is <$5 Million
What is Bickling Financial Services's SIC code?
Bickling Financial Services's SIC: 62,628
What is Bickling Financial Services's NAICS code?
Bickling Financial Services's NAICS: 52,523
How many employees does Bickling Financial Services have?
Bickling Financial Services has 11-50 employees
What industry does Bickling Financial Services belong to?
Bickling Financial Services is in the industry of: Finance, Securities Trading
What is Bickling Financial Services competition?
Bickling Financial Services top competitors include: Hull Wealth Management, JBG Wealth Management, Great Lakes Wealth Advisors, Diversified Wealth Management Solutions
What technology does Bickling Financial Services use?
Some of the popular technologies that Bickling Financial Services uses are: Cloudflare CDN, Proofpoint, Barracuda Networks, Eploy
How do I contact Bickling Financial Services?
Bickling Financial Services contact info: Phone number: (781) 862-9792 Website: www.bickling.com
What does Bickling Financial Services do?

Bickling Financial Services, based in Lexington, MA, specializes in wealth management solutions tailored to individual financial goals. Founded in 1984 by Dorothy Bickling, a pioneer in financial planning, the firm is dedicated to helping clients achieve financial independence through services such as retirement income planning, cash flow managemen... t, and college planning. The team, including certified financial planners, emphasizes personalized service and the use of advanced technology to connect with clients. Bickling Financial Services aims to simplify financial management and empower clients to take control of their financial futures.Read More

What are Bickling Financial Services social media links?
Bickling Financial Services Linkedin page Bickling Financial Services Twitter page Bickling Financial Services Facebook page
Is Bickling Financial Services a public company?
Bickling Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Bickling Financial Services

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