Dream Mutual A Summers Financial Partner
Investing,
Life Insurance,
Financial Advising
Hours:
10 E Main St Suite 200, Victor NY 14564
Hours
Most Recent Comments
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December 2022
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!
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December 2022
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.
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December 2022
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.
More Comments(11)
From Dream Mutual A Summers Financial Partner
We are a wealth management company that specializes in custom made portfolios for clients, including asset management strategies. Contact us today for a complimentary consultation!
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial to accuracy or completeness.
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Victor, New York
