Dream Mutual A Summers Financial Partner 10 East Main Street, Victor, NY 14564
About the Business
Dream Mutual A Summers Financial Partner is a finance institution located at 10 East Main Street, Victor, New York, United States. Our goal is to establish long-term relationships with clients and businesses to provide greater confidence in their financial future. We have two offices in Victor, NY to serve your needs. Do you know how much income you'll need when you retire? We can help you plan for your dream retirement and position you for the retirement you deserve. As fiduciaries, we always prioritize our clients' best interests and provide all the relevant information needed to make informed decisions. Learn how a well-prepared financial plan can help you gain control over your financial future. With rising tuition costs and growing student loan debt, planning for your children's higher education is essential. Cyber-hackers are always looking to steal your identity, but we can help you prevent this from happening. Securities and advisory services offered through LPL Financial, a registered investment advisor. Contact us today to start planning for your financial future.
Photos
Location & Phone number
10 E Main St Suite 200, Victor, NY 14564, United States
Hours open
Monday:
09:00 - 18:30
Tuesday:
09:00 - 18:30
Wednesday:
09:00 - 18:30
Thursday:
09:00 - 18:30
Friday:
09:00 - 18:30
Saturday:
Closed
Sunday:
Closed
Reviews
"Working with Louis at Dream Mutual has been a great experience overall. He is very responsible and takes the time to explain his decisions, making the overall process stress free. He makes us feel safe and confident in our investments!"
"Working with Louis was an extremely pleasant experience. He patiently and clearly explained our investments making us feel comfortable and confident. Wealth management and your financial future can be a little unnerving; however, this was never the case with Louis and Dream Mutual. We are confident that we will be working with him for years to come."
"If you are looking for someone to assist you with your finances, I highly recommend Amy at Dream Mutual! She is extremely professional, knowledgeable in her field, and is always there to answer any of your questions/provide advice. She makes an effort to get to know her clients on a personal level, which allows her to provide reliable services based on individual need. I can't thank Amy enough for setting me up for financial success!"
"Having worked with Louis and Amy, I can say that their knowledge and experience really comforts me as I have not previously worked with a financial advisor. Their personalities are both welcoming and professional, that leave you feeling safe and happy to invest with them."
"From personal experience, Dream Mutual is a place of sharp minds, especially Amy Veljovski whom is my personal advisor. Her biggest strength is that It’s obvious she cares for you as a person, not just as a client. I can’t imagine my finances could be in better hands."
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