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.

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

Make the most of your sunny days with PerkSpot! Whether you're planning a family road trip, hitting up amusement parks, or looking for local fun, your Modern Woodmen membership unlocks exclusive deals to help you save while you soak up the season. Learn more: https://www.modernwoodmen.org/my-membership/member-benefits/discount-programs/

Looking for ways to have summer fun on a budget? Here are four things you can do. 1. Plan a staycation. Explore local parks and museums or host backyard BBQs. 2. Set a summer spending plan. Allocate a set amount for activities. 3. Find free events. Look for free concerts, festivals and community events in your area. 4. DIY summer treats. Skip pricey outings by making your own popsicles, lemonade or picnic snacks.

Ever wonder what makes Modern Woodmen unique (beyond our name)? We're a fraternal financial services organization! As a fraternal, we offer much more than financial products. Our member programs and community impact opportunities can make a difference for you, your community and those you love. How? https://www.modernwoodmen.org/resource-hub/guidance-for-families/fraternal-benefits/

Halfway through the year is a great time for an annual review! Let's meet and see how your 2025 financial goals are progressing.

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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