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Driscoll Financial Services

45 Main St.
Bridgewater, MA 02324

Phone:

508-697-4600

Fax:

508-697-4608

E-mail:

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Our Services

Learn more about how we can help you with your finances.

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Please feel free to contact us with any questions.

Patrick O. Driscoll, CFP® Investment Advisor Representative

Welcome to the Driscoll Financial Services Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.



We hope your visit will help you understand the opportunities that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, We want to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Shows how transfer-on-death designations help avoid probate costs.

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How much life insurance would you need to produce a sufficient income stream for your family?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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