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FINANCIAL
SERVICES

(Click Business Below to Go Directly to Specified Listings Details)
DREAM MUTUAL
A Summers Financial Partner
JD FINANCIAL
Professional Tax & Business Services

 

 
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 and 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
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JD FINANCIAL
Professional Tax & Business Services
Business or Organization
Information & Logo
Introduction - Promotion
JD FINANCIAL
PROFESSIONAL
TAX & BUSINESS SERVICES



Jennifer C. Demo, Owner
"We get to know you as a person first,
so we are able to meet your needs as
a client, a business, a student, a family,
or whatever your personal or business
needs may be. We are here for you all
year, not just January through April."

 
10 East Main Street
Suite #200
Victor, NY 14564
MAILING ADDRESS
P. O. Box 115
Victor, NY 14564

Website
On Facebook
JD FINANCIAL
PROFESSIONAL TAX & BUSINESS SERVICES

"Your Partner in Tax Prep"
Proudly Serving Clients in Monroe, Ontario
& Wayne Counties for Over 15 Years


Our Goal

To provide the highest quality tax preparation service.

Life Changing Events
Life changing events impact us every day, but how
often do we consider the impact on our tax return?

Marriage
Divorce
Loss of Spouse
Having a Child
Adopting a Child
Kids Going to College
Tax Issues Prior to Marriage
Purchasing Investment Property
Change in Health Insurance
Change in Employment
Starting a Business
Back Tax Issues
Medical Issues
Retirement
Volunteering
Natural Disasters
Casualties Such as Theft or Fire
 
CONTACT US TODAY

So We May Help You WHEN LIFE HAPPENS . . .
** PICK-UP & DROP-OFF SERVICES ARE AVAILABLE **
_______________________________________________

List of Services
 
Client Testimonials
(Website)
Client Reviews
(On Facebook)
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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
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