Joseph R Soucy | Modern Woodmen Financial Representative

Joseph R Soucy

FICF, FFSC, RICP®, CFFM, ChFC®

Joseph R Soucy

FICF, FFSC, RICP®, CFFM, 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

Birthday Book Club | Modern Woodmen

Looking for a meaningful way to inspire your child in 2026? Encourage a love for books! Reading opens doors to imagination, learning and lifelong success. Our Birthday Book Club for young Modern Woodmen members makes it easy and fun. Kids receive a book and fun activities each year to celebrate their special day! It’s a wonderful way to build excitement around reading and create cherished memories. https://www.modernwoodmen.org/my-membership/member-benefits/birthday-book-club/?utm_source=hearsay_site&utm_medium=94912&utm_campaign=3104623 What’s your child’s favorite book? Share in the comments!

Do the work. I am pleased to announce that I have passed the General Securities Representative Exam (affectionately known as the Series 7) on my first attempt.

Holiday spending got you off track? Let’s help fix that! The holidays are full of joy, but they can also leave your budget feeling stretched. January is the perfect time to reset. · Review your holiday expenses. · Create a realistic monthly budget. · Prioritize paying down any debt. · Set savings goals for the year ahead. A fresh start is just a plan away! Let's meet.

In 2026, Modern Woodmen chapters and youth clubs nationwide are going all in for education! Members will uplift schools, educators and students in communities across the country through hands-on service, donations of supplies and heartfelt recognition of staff. Want to get involved? Contact me for more information.

Contact

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.

Your financial goal(s)
I’m interested in learning more about:
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.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

Cookie Settings