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DREAM MUTUAL
A SUMMERS FINANCIAL PARTNER







DREAM MUTUAL
A SUMMERS
FINANCIAL PARTNER


 
TWO (2) OFFICE LOCATIONS
IN VICTOR, NY
10 East Main Street
Suite #200

(585) 924-7781
6591 Cherry Street
(585) 455-8659

Website
On Facebook
Participant Page
DREAM MUTUAL
A SUMMERS FINANCIAL PARTNER

A Team You Can Trust

We believe that long-term relationships are based upon
mutual understanding. As Fiduciary Financial Advisors,
it is our belief (and legal responsibility) that putting
the interests of our clients before our own
is of utmost importance.


DREAM MUTUAL
A SUMMERS FINANCIAL PARTNER

is committed to understanding you & fully
appreciating what is truly important to you,
your family and your business.

Successful relationships most often involve
both partners working toward a mutually agreed
upon vision and goal. Our mission is to be able to
understand your goals, so that together, we can
create and implement solutions that
will make them happen.


Are you ready to make a change that
can better secure your financial future?
Contact Us
Today

BELOW IS A LIST OF OUR SERVICES
RETIREMENT PLANNING
Estate Planning
Retirement Needs Analysis
Retirement Income Planning
IRAs, 403(B), Roth IRA,
& Roth 403(B)
Pension Maximization Strategies
Using Life Insurance

EMPLOYEE BENEFITS
SOLUTIONS

Payroll Deduction Plans
Group Life Insurance
Group Disability Insurance
Single K, SEP IRA
& Simple IRA Plans
Pension, Profit Sharing
& 401(K) Plans

 
INVESTMENT PRODUCTS
Money Market
Variable Annuities
Unit Investment Trust (UIT)
Securities Brokerage Services
Mutual Funds / Indexed Funds
NY 529 College Savings Plans
Fixed & Equity Indexed Annuities
INSURANCE PRODUCTS
Life Insurance
Universal Life
Term & Whole Life
Short-Term Disability
Long-Term Disability
Long-Term Care Insurance
Income Insurance Protection
Start Date: Thursday, 12-12-24   /   Annual Renewal: Week of 12-14-25   /   (promo rate)
("Special Combo Deal" Participant Page w/ Side Banner Ad & 3 Categories)

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