Financial Advisor in Hanover, MA | Jim Driscoll

Jim is a 25-year veteran of the financial advisory community on the South Shore, serving clients in Hanover, Norwell, Pembroke, Scituate, Duxbury, Hingham, Plymouth, Cape Cod, and the surrounding communities.

Jim specializes in helping individuals and families address a wide range of financial needs, including protecting loved ones, investing, college funding, retirement planning, Social Security strategies, estate planning, and legacy planning.

In addition, Jim works with many small businesses throughout the South Shore, providing guidance on a variety of financial and business planning needs, including premium financing, buy-sell agreements, key employee planning, employee retention strategies, owner investment planning, and business succession planning. As a Registered Investment Advisor, Jim also assists clients with investment management, financial planning, and portfolio management for both short-term and long-term financial goals.

Jim is a resident of Hanover, where he lives with his wife, Katie, and their three children, Maeve, Mara, and James. He is an active member of the community and welcomes the opportunity to meet with you and your family for a consultation. Together, you can develop a personalized financial strategy to help navigate today's ever-changing financial landscape and stay on track toward retirement and long-term financial freedom.