Dream Mutual A Summers Financial Partner - Victor, New York

Dream Mutual A Summers Financial Partner

Dream Mutual A Summers Financial Partner is a renowned financial planning company located at 10 E Main St Suite 200, Victor, NY 14564. They can be reached by phone at 5859247781 or via their website at dreammutual.com.

SPECIALTIES

• Financial planner

OTHER POINTS OF INTEREST

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointments recommended

Dream Mutual A Summers Financial Partner has garnered a strong reputation for providing top-notch financial planning services. With a focus on personalized attention and clear communication, they have earned a loyal client base. Many clients praise their ability to explain complex financial concepts in an easy-to-understand manner and their passion for helping others achieve their financial goals.

The company's commitment to accessibility is evident in their wheelchair-friendly facilities, ensuring that all clients can access their services comfortably. With appointments recommended, clients can expect a focused and personalized experience.

REVIEWS

Dream Mutual A Summers Financial Partner has received 12 reviews on Google My Business, with an impressive average rating of 5/5. Clients consistently commend the company's excellent communication skills, patience, and dedication to their clients' financial well-being. One satisfied client states, "My wife and I have been working with Louis as our 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. We would recommend him to anyone." Another client shares their positive experience, stating, "Working with Louis was an extremely pleasant experience. He patiently and clearly explained our investments, making us feel comfortable and confident." These glowing reviews demonstrate Dream Mutual A Summers Financial Partner's commitment to providing exceptional financial planning services.

In conclusion, Dream Mutual A Summers Financial Partner is a highly regarded financial planning company that prioritizes personalized attention, clear communication, and accessibility. With a strong track record of satisfied clients and a 5/5 average rating, they are an excellent choice for anyone seeking expert financial guidance.

👍 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.