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FINANCIAL
SERVICES
(Click Business Below to Go Directly to Specified Listings Details)
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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?
BELOW IS A LIST OF OUR SERVICES
Retirement Planning
IRAs, 403(B), Roth IRA, Roth 403(B)
Pension Maximization Strategies Using Life Insurance
Retirement Needs Analysis
Estate Planning
Retirement Income Planning
Employee Benefits Solutions
Group Life Insurance
Group Disability Insurance
Pension, Profit Sharing and 401(K) Plans
Single K, SEP IRA and Simple IRA Plans
Payroll Deduction Plans
Investment Products
Mutual Funds / Indexed Funds
Variable Annuities
Fixed and Equity Indexed Annuities
Securities Brokerage Services
Unit Investment Trust (UIT)
Money Market
NY 529 College Savings Plans
Insurance Products
Life Insurance
Term Life
Whole Life
Universal Life
Short-Term Disability
Long-Term Disability Income Insurance Protection
Long-Term Care Insurance |
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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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