Joseph R Soucy | Modern Woodmen Financial Representative

Joseph R Soucy

FICF, FFSC, RICP®, ChFC®

Joseph R Soucy

FICF, FFSC, RICP®, ChFC®

Managing Partner

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Joseph R Soucy
About me

About me

About me
“I serve members in Massachusetts, New Hampshire and Vermont, with a concentration on (but not limited to) Boston's North Shore, the Merrimack Valley and Southern New Hampshire. I also help members in Connecticut.”
Our team

Our team

Our team
Community impact

Community impact

Community impact
Current insights

Current insights

Fraternal Programs | Modern Woodmen | Scholarships, Fraternal activities, Discounts

As a Modern Woodmen member, you have access to exclusive fraternal programs and benefits designed to support you, your family and your community. · Do-Good Grant®️ funding for volunteer projects. · Scholarships for graduating seniors and older students. · Resources to help you or a loved one share final wishes. · Member discounts and more! Make the most of your membership – explore all the ways we’re here for you.

Just like physical fitness, financial fitness takes commitment and consistency. · Build a solid budget. · Strengthen your savings. · Flex your debt management skills. · Power up your retirement planning. What’s your No. 1 financial fitness goal for the year? Drop it in the comments!

Do-Good Grant®️ | Modern Woodmen

As the new year begins, it’s the perfect time to declutter and make a difference. Donating gently used toys and clothes can bring joy and comfort to families in need. Modern Woodmen members can take it a step further with a Do-Good Grant®️. The $200 in seed money can help fund your volunteer project and make an impact in your community. Learn more about how you can do good:

New year, new goals. Start your retirement planning off strong. Let's meet and review your retirement accounts, revisit your long-term goals, and create a plan to stay on track all year. The steps you take now will shape the retirement you dream of.

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Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

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Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities and advisory services offered through MWA Financial Services Inc., a Registered Investment Adviser and a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell or offer all products or services. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

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