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Our financial advice team


Daniel Driscoll

Daniel Driscoll

APMA®

Financial Advisor

Cadence Wealth Management Solutions
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 20 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Saving for Education
  • Business Retirement Plans
  • Insurance
  • Retirement Income Strategies
  • Retirement Planning Strategies

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Qualifications

  • B.B.A. 2005 Finance St. Bonaventure University

Education

  • B.B.A. Finance St. Bonaventure University - 2005
  • The American College Financial Planning and Services 2010-2011 Focus on Financial Planning