In August of 1978, I founded Soulliere Financial, after bringing much education and extensive experiences from a multi facetted family business background. My objective was to create and build a professional, approachable and client focused, boutique financial services firm, that would address the future goals and dreams of individuals, families and their businesses.
After 35 years, as we continue to grow, my passion along with our commitment to our clients' financial requirements, remain a constant in this ever changing world.
I value your interest in visiting our site, and I am confident that as you explore and learn of the diversity of our services, you will give us the opportunity to personally meet with you, for the specific purpose of planning, maximizing and protecting your financial future.
I have witnessed many times, the benefits from the work we do, and how our thoughtful attention to detail, affected our clients' financial futures and their families in a positive way. We have created many love letters, to our clients' loved ones, affecting families futures for generations to come ...
Remember, planning for your future and the future of your loved ones starts with you!
Dr. Pat Soulliere
Founder, President and CEO