Dream Mutual

Dream Mutual Our goal is to help clients build and preserve their wealth. Please call to schedule an appointment! Member FINRA/SIPC finra.org sipc.org .

Securities & Advisory offered through LPL Financial a Registered Investment Advisor. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to conduct secu

rities business, please visit our website, http://www.dreammutual.com/ . Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy and completeness.

Check out the market recap from LPL for last week-- let us know if you have any questions!
12/11/2023

Check out the market recap from LPL for last week-- let us know if you have any questions!

Friday, December 8, 2023

LPL Research shares the weekly market performance for last week-- have a read! Let us know if you want an appointment an...
12/04/2023

LPL Research shares the weekly market performance for last week-- have a read! Let us know if you want an appointment and we would be happy to meet with you!

Friday, December 1, 2023

As 2023 comes to a close, here's LPL's view on the recent markets! Let us know if you have any questions or want an appo...
11/20/2023

As 2023 comes to a close, here's LPL's view on the recent markets! Let us know if you have any questions or want an appointment!

Friday, November 17, 2023

Have a quick read from LPL Research on Friday-- Have a great Monday, and let us know if you want to book an appointment!
11/13/2023

Have a quick read from LPL Research on Friday-- Have a great Monday, and let us know if you want to book an appointment!

Friday, November 10, 2023

Take a look at Fridays report on the market updates! Let us know if you have any questions or would like to set up a tim...
11/06/2023

Take a look at Fridays report on the market updates! Let us know if you have any questions or would like to set up a time to chat! Have a great week, everyone!

Friday, November 3, 2023

Take a look at LPL Research's recent outlook on the market! Let us know if you have any questions or want to book an app...
10/23/2023

Take a look at LPL Research's recent outlook on the market! Let us know if you have any questions or want to book an appointment!

Wednesday, October 18, 2023

New Law in New York Requires Retirement Savings for Small Businesses-- Contact us today to discuss your options!
05/10/2023

New Law in New York Requires Retirement Savings for Small Businesses-- Contact us today to discuss your options!

New York Takes Steps to Address Retirement Savings Crisis How the Retirement Savings Program Will Help New Yorkers Retirement planning is an important aspect of financial stability and security, yet many employees do not have access to employer-sponsored retirement plans. In recognition of this issu

Do you (or someone you know) need more information on Social Security? Join us March 16th from 12-2 at the Victor Town H...
03/06/2023

Do you (or someone you know) need more information on Social Security? Join us March 16th from 12-2 at the Victor Town Hall in Victor, NY for a seminar! BRING YOUR FRIENDS!

Are you interested in learning more about Medicare and planning for your retirement? Please see the information below fo...
01/18/2023

Are you interested in learning more about Medicare and planning for your retirement? Please see the information below for a complimentary Medicare seminar on February 2nd from 12-2 EST in Victor, NY!

Please RSVP to John or Amy by January 27th, and feel free to bring your friends!! We look forward to seeing you soon!

The UBenefit Program at Security Benefit was created to help recognize and thank education professionals who reach into ...
01/18/2023

The UBenefit Program at Security Benefit was created to help recognize and thank education professionals who reach into their own pockets to support their schools, students, and classrooms. Thank you to all the educators for all the hard work you do! When educators benefit, we all benefit!

Pictured is John Summers (Financial Advisor) awarding Kim! Congratulations and thank you, Kim!!

If you or someone who you know need assistance for financial planning, 403b/401k rollovers, or further retirement planning, please call us to schedule an appointment!
John: (585) 820-3589
Louis: (585) 455-8659
Amy: (585) 593-8968

*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

The UBenefit Program at Security Benefit was created to help recognize and thank education professionals who reach into ...
01/18/2023

The UBenefit Program at Security Benefit was created to help recognize and thank education professionals who reach into their own pockets to support their schools, students, and classrooms. Thank you to all the educators for all the hard work you do! When educators benefit, we all benefit!

Pictured is John Summers (Financial Advisor) awarding Julie. Congratulations and thank you, Julie!!

If you or someone who you know need assistance for financial planning, 403b/401k rollovers, or further retirement planning, please call us to schedule an appointment!
John: (585) 820-3589
Louis: (585) 455-8659
Amy: (585) 593-8968

*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

Address

10 East Main Street Suite 200
Victor, NY
14564

Telephone

+15854558659

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