|
|
| |
|
|
| |
FINANCE & WEALTH MANAGEMENT
(Click Business Below to Go Directly to Specified Listings Details)
|
|
DREAM MUTUAL
A Summers Financial Partner |
Business or Organization
Information & Logo |
Introduction - Promotion |
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 |
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
|
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 |
|
| Go to Top |
As of our October 8, 2024 update, we have only contacted about 40 businesses and organizations directly,
resulting in just over 20 listings thus far. Our goal by this time next year is to have the most accurate
and comprehensive destinations directory in and for Victor, NY . . . and this is only the beginning!
Please consider listing with us and/or sharing about us with your family and friends; and, of course,
we hope you enjoy browsing all of the great destinations that can be found here as we continue
to enhance, grow and complete our hometown destinations directory.
Thanks for allowing us to be of service to you in finding all of your Victor, NY destinations!
Destination Victor NY |
| |
Go to Top |
|
|
|
|
|
|
