DREAM MUTUAL
A SUMMERS FINANCIAL PARTNER
"A Team You Can Trust"
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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?
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
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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 |
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| Start Date: Thursday, 12-12-24 / Annual Renewal: Week of 12-14-25 / (promo rate) ("Special Combo Deal" P Pg w/ SBA & 3 Cats) |
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