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 and the CLU (Chartered Life Underwriter) from The American College.
In 2007, I celebrated my 18th year in business. Throughout these 18 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.
- Disabled person denied Social Security disability benefits who needed to sell his Structured Settlement (awarded as a result of an auto accident)
*Registered Representative of and Securities Offered ThroughQA3 Financial Corp., Member FINRA (www.Finra.org) /SIPC (www.SIPC.org)
One Valmont Plaza, 4th Floor, Omaha, NE, 68154 (888) 337-4094. Investment Advisor Representative of and Advisory Services Offered Through QA3 Financial, LLC, An SEC Registered Investment Advisor. Driscoll Financial and QA3 are not affiliated companies. State Securities Licensed: MA, NY, FL, NM, PA, CA, NH. Insurance Licensed: MA, NY, PA, CA, NH.
