Bickling Financial Services

10/16/2026

Meeting with a financial advisor gives you time to ask questions, review your priorities, and discuss how your financial decisions fit together.

Robin Urciuoli, CFP®, CPA shares the benefits of that conversation and the value of guidance tailored to your goals. To discuss your next steps, call Bickling Financial Services at 781-862-9792 and talk with one of our advisors.

Robin Urciuoli talks about the benefits of using a financial adviso...

10/15/2026

A reminder that planning ahead isn’t just about emergency kits or insurance policies — it’s also about making sure your loved ones are protected if life takes an unexpected turn. One of the most meaningful ways to prepare is by having the right estate planning documents in place.

Please read The 5 Essential Estate Planning Documents Every Family Should Have blog provided here:

https://hubs.la/Q04Bjy250

10/09/2026

Jack Freedman, CFP®, NSSA® shares at Bickling Financial Services, we work with clients across all ages, stages, and financial backgrounds to help connect today’s decisions with tomorrow’s goals. The future you want is shaped by the decisions you make today. Start by defining what matters most and building a plan that can adapt as life changes.

To schedule a meeting with Jack Freedman please click here: (https://hubs.la/Q04zPx8j0)

10/08/2026

Robin Urciuoli, CFP®, CPA shares that the difference at Bickling Financial Services is simple: we put relationships first. We take the time to understand our clients, their families, and their goals so we can provide personalized guidance that helps them feel confident about their financial future."

Robin Urciuoli Speak On How We Take Time To Know Our Clients and wh...

10/08/2026

As the wealth management landscape continues to evolve, many independent advisors are evaluating how technology, compliance, custody relationships, and scale will impact their future.

At Bickling Financial Services, we understand the challenges of operating an independent practice while continuing to deliver exceptional client service.
For advisors considering growth opportunities, succession planning, or joining a collaborative team, we'd welcome a confidential conversation.

Our focus is simple:
✅ Client-first advice
✅ Advisor autonomy
✅ Operational support
✅ Growth resources
✅ A strong community-centered culture

If you're evaluating what's next for your practice, we'd love to connect.

10/02/2026

Ashley Hoy, MBA encourages you to take an active role in your financial future, starting with what matters most to you. Contact Bickling Financial Services to discuss your goals and build a personalized financial plan that can adapt as your life changes.

10/01/2026

Bickling Financial Services is committed to supporting each client and their family through life’s milestones, unexpected turns, and the challenges ahead.

09/30/2026

A new WalletHub study ranked Lexington, Massachusetts the best small city in the United States, highlighting its outstanding public safety, highly ranked schools, and strong economic foundation.

At Bickling Financial Services we're honored to work with many of the families, professionals, retirees, and business owners who make our community so special. Whether helping clients prepare for retirement, save for education, or navigate life's financial milestones, we're grateful to be part of a community that values planning, education, and long-term success.

Thank you, Lexington, for allowing us to be part of your journey.

09/25/2026

Bickling Financial Services (BFS) welcomes Erica Shapazian, Operations Manager - Retirement Operations. Erica brings more than 30 years of experience in the retirement plan industry to her role. She can be reached at [email protected] or 781-862-9792.

09/24/2026

We are wishing Patrick Hanlon's daughter, Lila, age 5 a wonderful year in pre-k!