35 Braintree Hill Office Park
Driscoll Financial Group is a family-owned, independent wealth management firm based in Braintree, Massachusetts with one ultimate goal: to work with you in identifying, developing and maintaining the financial resources necessary that enable the clients we serve to reach their goals. This goal goes beyond just offering financial products and services, it focuses on family. Our team, our family, works hard to build, maintain and nurture a trusting relationship with yours. Such a connection allows for the construction of a foundation based on authenticity and trust; trust that supports you in building, growing and preserving your nest egg.
At DFG, we pride ourselves on being easygoing, accessible and friendly in all our client-relationships. This leads to a relaxed relationship that helps in the development of your goals through rapid response time when it comes to questions or concerns. You can count on prompt responses and open communication throughout our long-term, beneficial relationship.
We're a family-owned business. Our wealth building and wealth management experience stretches back almost 40 years, encompassing several turbulent economic cycles. This extensive background and longevity, combined with ongoing training, certification and education for our staff, provides a solid foundation and ongoing steadiness to support your financial well-being.
Financial preparation and wealth building are not stagnant. Rather, they must grow and change with the times to guarantee quality services and adaptable solutions for clients. As such, DFG has a forward-thinking attitude, relying on the latest technology and methods to build and maintain your customized financial plan. So, in an effort to ensure your portfolio and investment growth, we're constantly on the look out for what's coming.
We consider your risk appetite and objectives while working with you on your financial plan. We pledge to provide guidance and easy-to-understand information. As a result, we build long-term trust fueled relationship with our clients. We also ensure that your plan isn't a one-size-fits-all. Your relationship with DFG leads to a tailored approach that considers your needs and desires, with the goal of helping you achieve your financial targets.
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.
Cetera Advisors is part of the family of independently managed firms of Cetera Financial Group (Cetera). For the past 30 years. Cetera's family of companies has grown to manage over $110 billion in client assets, delivering advisory products and solutions and sophisticated trading and technology platforms to us and other advisors across all 50 states. You can be confident that their tools, technology and support help make us more effective in our relationship with you.
While a broker-dealer helps supervise and facilitate the trading that converts your cash into invested assets, those assets are actually held by a custodian. Cetera Advisors works with two custodians. Pershing LLC custodies brokerage accounts, including the brokerage accounts within IRAs.
Pershing is a subsidiary of the Bank of New York Mellon Corporation, which is the nation's oldest continuously operating bank and one of the world's leading providers of securities services. Both Pershing and Cetera Investment Services have to meet certain net capital requirements and are subject to regular audits, both internally and by independent firms, to ensure the appropriate handling, segregation and protection of investors' assets.
As a family-owned wealth management firm, we work hard to identify your goals and work towards their completion with a personalized wealth strategy founded on trust.
We work hard to maintain long-term relationships to truly develop and maintain a comprehensive financial plan to ensure your success now and in the future.
We focus our efforts on serving our clients across a plethora of financial services, curated specifically to their unique financial situations in order to build and achieve objectives.