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We are dedicated to helping you improve your long-term financial success.

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Services
How Can We Help You?

Ouellette Wealth Management Group offers a wide variety of services all geared to help you with your financial goals.

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
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Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?
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Comparing Mortgage Terms

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.
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What's New for Social Security?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Why
Ouellette Wealth Management Group 

Conserve Your Wealth

Conserve Your Wealth

Customized Programs

Customized Programs

Long-term Financial Success

Long-term Financial Success

High Touch Level of Personalized Service

High Touch Level of Personalized Service

Family Friend

Family Friend

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