Bickling Financial Services, Inc.

Bickling Financial Services, Inc. is a registered investment advisor established in 1984 and based in Lexington, MA. The firm offers wealth management services to individuals, high net worth individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. As a fiduciary, Bickling upholds a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment advisory solutions through continuous personal client contact, offering either discretionary or non-discretionary wealth management services. Investment strategies primarily focus on long-term goals, utilizing low-cost, diversified mutual funds, ETFs, closed-end funds, and alternative investments. Bickling may also recommend individual stocks, bonds, or options contracts based on client needs. The firm may recommend redistributing investment allocations, increasing sector or asset class weightings, or employing cash positions as a hedge against market movement. Bickling does not accept or maintain custody of client funds, except for the limited authority outlined in custody agreements. The firm manages over $734 million in client assets, with fees for advisory services ranging up to 2.00% annually based on various factors. Clients may request more current information at any time. Bickling does not charge performance-based fees and does not manage proprietary investment funds. The firm does not accept proxy-voting responsibility for clients. For more information, clients can contact Bickling at (781) 862-9792 or visit www.bickling.com.