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In-depth Evaluation of Your Financial Profile

Ouellette Wealth Management specializes in areas such as insurance, tax planning, estate planning and capital accumulation. Our Firm can help you work towards an in-depth evaluation of your financial profile.

Retirement Planning

To design an investment strategy to help you towards your retirement goals.

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Variable & Fixed Annuities

For tax-deferred growth potential.

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Investment Advisory

To keep you informed of how your investments are performing, and to make adjustments as needed. 

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College Planning

Long-term planning to ensure you’re ready when your children are.

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Insurance Strategies

Providing financial protection for you and your heirs.

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