Since 1989, I have helped create insurance programs and investment portfolios to meet my clients' long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? I would be glad to help.
If you need help wrestling with a particular financial question or need soup-to-nuts comprehensive financial planning, I can help. Clients have sought my help on a variety of topics including:
· Investment analysis
· Cash flow analysis/budgeting
· Debt management
· Retirement planning & projections
· Efficient tax strategies
· College Planning
I attempt to view a client’s financial plan holistically, examining every aspect of the client’s finances to make sure each part works in harmony with the others in an attempt to maximize wealth, minimize taxes and inefficiencies, and reduce risk.
Driscoll Financial is a fee-based Registered Investment Advisor. We adhere to the highest ethical standards of our profession. The client's interest comes first.
Client appointments available in Plymouth & Boston.
Bill holds a Bachelors degree from Boston College and a Masters (MBA) from Babson College. In addition, he earned the CFP® (Certified Financial Planner ™ ) from The CFP Board of Standards and the CLU® (Chartered Life Underwriter) The American College.In 2016, Throughout my career, I’ve strived to put the client’s needs first; to provide the best help I could and to make sure that I am keeping abreast of new rules, regulations and planning strategies so I’ll be able to give clients the high level of advice and service they’ve come to expect of me.
Investment advisory services are offered through Driscoll Financial, a Registered Investment Advisor in the state of Massachusetts.
Insurance products and services are offered through William Driscoll Insurance, Inc. Driscoll Financial and William Driscoll Insurance, Inc. are affiliated companies.
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