Soulliere Financial Group is an integrated, insurance and financial planning organization specializing in risk and asset management for corporate and personal clients.

Pat Soulliere and her team of professionals have been helping clients plan for success since 1978. With a strong focus on continuing education and tax issues, and over 75 years of combined experience, they provide personal, confidential service and trusted advice.

Our Value Proposition

We help our clients provide for their lifestyle, retirement and estate planning needs. Our aim is to create strong client relationships that last a lifetime. To accomplish this, we use all of our professional, business and personal experience to meet their current and future needs.

Seminars

Soulliere Financial Group provides individual and group seminars, customized to client needs.

These may involve:

• Estate Planning
• Financial Planning
• Retirement Planning
• Employee Benefits
• Investment Planning
• Wealth Management