William R. Driscoll, CFP<sup>&reg;</sup> - Financial Advisor

William R. Driscoll, CFP®

MBA CLU

President

Driscoll Financial

One Park Pl, Ste 2, Unit C, 11 Memorial Dr
Plymouth, MA 02360
FINANCIAL ADVISOR'S WEBSITE
(508) 830-9970

General

William Driscoll is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Driscoll Financial in Plymouth, MA and the surrounding communities.

Financial Advisor Overview

Consultations by appointment in Plymouth or Boston

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Financial Advisor Experience

33 years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLU

Insurance Licenses

  • Life insurance: MA
  • Health/disability insurance: MA
  • Property/casualty: MA
  • Fixed annuities: MA
  • Variable annuities: MA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

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.

 

 


Financial Advisor's Specialties

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

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