Joseph R Soucy | Modern Woodmen Financial Representative

Joseph R Soucy

FICF, FFSC, RICP®, CFFM

Joseph R Soucy

FICF, FFSC, RICP®, CFFM

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.

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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

Taking the first step in your financial journey starts with life insurance. Do you have coverage? Check out our life insurance calculator to get an idea of how much you may need, then schedule a meeting with me to discuss! www.modernwoodmen.org/life-insurance-calculator #Modernsince1883

Members love the new Birthday Book Club box! In their box, kids receive a free, age-appropriate book along with an activity sheet you can work on together. Want your kids to join? Ask me how!

Looking for ways to save money this Earth Day (and beyond)? Try these four eco-friendly financial habits. 🍃 1. Reduce energy consumption. Save on utility bills by using energy-efficient appliances and turning off lights. 2. Use public transportation. Save money on gas by using public transit, biking or carpooling. 3. Buy second-hand. Purchase used items to reduce waste and save money. 4. Conserve water. Install water-saving fixtures and be mindful of usage to lower your bill.

Hey, members! Want to plug into your community? Don't miss out on a chance to give back and meet amazing people. Our next chapter event will feel complete with you there! Ask me for details. #FOMO

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.

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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 offered through MWA Financial Services Inc., 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 all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

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