Who we are

Loiselle Financial Group is an independent, fee-only financial services firm and investment manager.  We abide by fiduciary standards and are committed to act only in your best interest.  Advising individuals, small businesses and not-for-profit organizations on how to optimize their financial situations is our singular mission. We want our clients to feel rewarded with both first-rate service and long-term financial returns.

Our History


Ron Loiselle started the firm in 1978 with a business partner as an accounting and tax preparation firm.  Through hard work and persistence, they built their business by soliciting door-to-door in downtown Plymouth while maintaining a strong commitment to community service.  In 1997, the partnership split and in 2008, Jason Loiselle took over his Dad's practice. 

Since then, the firm has evolved implementing modern technology.  Jason stays rooted with his clients in the community, but is able to help others from all over the country as well. 

 

Jason Loiselle, Head Honcho

Stephanie Loiselle, Office Vibe Manager

Debbie Gherardini, Director of Bean Counting

Kristy Eldredge, Director of 1st Impressions

    Purvi Patel, CEO of Food and Fun