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William R. Driscoll, MBA CFP® CLU CASL

Driscoll Financial

PO Box 956
Plymouth, MA 02362
Phone: (508) 830-9970
Fax: (508) 830-9976

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Corporate Finance
  • Investment Management
  • Estate Planning
  • Limited Partnerships
  • Getting Divorced
  • Government & Military
  • Mutual Funds
  • Irregular Income
  • Getting Married
  • Insurance
  • Job Loss
  • Startup
  • Retirement
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Starting a Family
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Women's Finances

 

About My Practice

 

Experience

22 years

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Insurance Licenses
Life insurance: MA, Health/disability insurance: MA, Property/casualty: MA, Fixed annuities: MA, Variable annuities: MA
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLU CASL
Broker-Dealer Affiliation
The Investment Center
Broker-Dealer Disclaimer
William R. Driscoll is a Registered Representative of The Investment Center, Inc. Driscoll Financial is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. All securities offered through The Investment Center, Inc., Bedminster, New Jersey. Member FINRA/SIPC. Advisory services provided through IC Advisory Services, Inc. A Registered Investment Advisor

 

How Planner Charges

Considerations: can work fee-only

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.