Dream Mutual A Summers Financial Partner - Victor, New York

Dream Mutual A Summers Financial Partner es una compañía con sede en Victor, Nueva York, que ofrece servicios de planificación financiera de alta calidad. Con una dirección de 10 E Main St Suite 200, Victor, NY 14564, Estados Unidos, y un teléfono de 5859247781, esta empresa está bien conectada para atender las necesidades de sus clientes.

Sobre nuestra empresa

Con una experiencia de 3 años como asesor financiero para una pareja, Dream Mutual A Summers ha demostrado ser un comunicador y un inversor apasionado. Explica sus ideas de manera clara y transparente, lo que ha ganado la confianza de sus clientes.

Los clientes han expresado su satisfacción con el servicio recibido, destacando la paciencia y claridad con la que se explican las inversiones, lo que ha aliviado sus preocupaciones sobre su futuro financiero. Es una prueba de la sólida base de confianza que construye esta empresa en el mercado.

Características destacadas

Especialidades

Entre las especialidades de Dream Mutual A Summers se encuentran la planificación financiera y la gestión de patrimonio. Su equipo de expertos está comprometido con brindar soluciones personalizadas a sus clientes.

Información de interés

Esta empresa cuenta con instalaciones accesibles para personas con discapacidad, incluyendo un estacionamiento adaptado y una entrada y baño accesibles. Además, es recomendable hacer una cita previa para asegurar el mejor servicio posible.

Opiniones

Dream Mutual A Summers ha recibido 12 opiniones en Google My Business, con una media de 5/5 estrellas.

Conclusión

En resumen, Dream Mutual A Summers es una empresa de planificación financiera con sede en Victor, Nueva York, que ofrece una amplia gama de servicios para satisfacer las necesidades de sus clientes. Con su enfoque en la comunicación y la claridad, ha ganado la confianza de sus clientes.

👍 Reviews of Dream Mutual A Summers Financial Partner

Anthony C.

5/5

My wife and I have a Louis as a financial advisor for 3 years now and we are thrilled with how much we like him as a communicator and an investor. He explains everything so well and is passionate about his line of work. Would recommend to anyone

Garin M.

5/5

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.

Jessica W.

5/5

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!

Aleksandar V.

5/5

Absolutely love my financial advisor, Louis Giuliano. I didn’t know anything about investing prior to discussing my future plans with Louis, and he was able to break down all of the details so I can fully understand my securities. 10/10 recommend Dream Mutual!

Emily C.

5/5

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!

Timothy H.

5/5

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.

Amy H.

5/5

My fiancé and I absolutely love our financial advisor at Dream Mutual. Louis Giuliano is both professional and extremely knowledgeable regarding finances. He is able to explain all of the details so I understand my investments thoroughly, and I couldn’t ask for better communication!

Anthony R.

5/5

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.