About Bill Driscoll
I hold a Bachelors degree from Boston College and a Masters (MBA) from Babson College. In addition, I’ve earned the CFP® (Certified Financial Planner ™ ) from The CFP Board of Standards, the CLU® (Chartered Life Underwriter) and the CASL® (Chartered Advisor for Senior Living) from The American College.
In 2011, I celebrated my 22nd year in business. Throughout these 22 years, 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.
People I’ve Helped
- Young couple just starting out and planning to buy a home. They want to plan from the start so that they don’t make mistakes with their finances that they’ll regret later
- Family in which both parents work and earn good incomes but don’t seem to be able to get ahead and feel as though they’re living paycheck to paycheck
- Individual who has inherited money and needs help managing her newly found wealth
- Businessowner whose growing business is not generating enough take-home income to support his family
- Couple in their early 60’s who’d like to retire but need help determining if they’ll have enough income to carry them through.
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
