Who we are

Loiselle Financial Group is an independent, fee-only financial services firm and investment manager.  We abide by fiduciary standards in advisory relationships and are committed to acting in your best interest.  We specialize in helping families manage their financial lives while they are dealing with the life-altering diagnoses of long-term illnesses such as Alzheimer's disease, ALS or Parkinson's. 

Our History

Ron Loiselle, Jason's father, started the firm in 1978 as an accounting and tax preparation firm.  Through hard work and persistence, Ron built the accounting business in downtown Plymouth while maintaining a strong commitment to community service.  After Jason's mother, Fran, was diagnosed with early onset Alzheimer's disease in 2008, Ron retired and Jason took over the family business. 

Jason's Mom passed away in 2015 and Jason saw first hand the emotional and financial toll this disease took on his father.  Today, Jason is using that experience and pain to help provide financial advice and hope to those who are facing the same challenges.

Jason Loiselle, Head Honcho

Stephanie Loiselle, Office Vibe Manager


Meghan Argue, Director of Bean Counting

Emily Long, Director of 1st Impressions

    Purvi Patel, CEO of Food and Fun