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Home
About
Financial Education
Financial Health Check
Home
How We Can Help You
Retirement Planning
Portfolio Matching
Small Business Benefits Solutions
Your Financial Dream Team
Financial Resource Center
Macro. Market. Movers.
Home
About
Financial Education
Financial Health Check
Home
How We Can Help You
Retirement Planning
Portfolio Matching
Small Business Benefits Solutions
Your Financial Dream Team
Financial Resource Center
Macro. Market. Movers.


PARTNER WITH US TO MANAGE YOUR WEALTH.

We aim to develop long-term relationships with clients and businesses and help
deliver greater confidence in your financial future.

GET STARTED TODAY: 585-924-7781


TWO OFFICES LOCATED IN VICTOR, NY, TO SERVICE YOUR NEEDS:

10 East Main St, Suite 200, Victor, NY 14564

6591 Cherry Street, Victor, NY 14564


Click Here to Schedule Now!
 

--------------------------------------------------------------------------------

 

John Summers



LPL Financial Advisor

Cell: 585-820-3589

Email: john@summersfinancial.com

Book A Meeting

Louis Giuliano

Wealth Manager

Cell: 585-455-8659

Email: louis@dreammutual.com

Book A Meeting



--------------------------------------------------------------------------------


SERVING THE ENTIRE ROCHESTER NY REGION

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10 East Main St, Suite 200, Victor, NY 14564
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6591 Cherry Street, Victor, NY 14564
(585) 455-8659 


HOW MUCH INCOME DO YOU NEED FOR YOUR DREAM RETIREMENT?

Do you think you’ll have enough money saved when you retire? You may be
surprised at how much you might need and how little you can expect from Social
Security.

Whether you're facing retirement—or looking to better understand certain
investment ideas—we can help you address your most pressing money questions.

Learn More Here

Hassle Free Retirement Planning

Do You Know How Much Income You'll Need When You Retire? How Do you Plan to
Withdraw Your Retirement Income? We Can Help Position You for the Retirement You
Deserve.

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Do You Understand Your Financial Risk Tolerance?

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The Confidence You Deserve.

As fiduciaries we put our clients' best interests before our own, act in good
faith and provide all relevant facts you nee to make informative decisions.

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FINANCIAL EDUCATION

 
 

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POWER OF THE FINANCIAL CHOICES WE MAKE

The power of the choices we all make every single day and how it effects your
financial future.

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GAIN CONTROL OVER YOUR FINANCIAL FUTURE

Learn how a well-prepared and comprehensive financial plan can help you gain
control over your financial future.

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EVER HEAR OF THE SANDWICH GENERATION?

Do you currently find yourself struggling to cope with the conflicting demands
of caring for aging parents.

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Featured

Your Retirement Income – Will you have enough?


Could you live on $1,400 a month? That’s about what the average retired worker
receives from Social Security today.

You’re probably going to need a lot more than that to live on when you retire.
How much more? One rule of thumb is to figure you’ll need 70% to 80% of the
income you expect to be earning at the time you retire. And you could need that
income for a long time. On average, a 65-year-old man in the U.S. has a life
expectancy of close to 83 years, and a 65-year-old woman can expect to celebrate
her 85th birthday.


Protecting Your Financial Identity


Cyber‐hackers are out to steal your identity, and they come up with a lot of
different ways to go about it.

Once they have the information they need, they might withdraw money from your
bank account, set up new credit accounts to make expensive purchases, get health
services using your name or insurance, or sell your personal information to
someone else. Here’s how you can help prevent this from happening to you.


Paying for College 101


A college education is a great way to prepare for the future, but it’s also a
big expense.

With rising tuition costs and growing student loan debt, many families are
concerned about how they’ll pay for their children’s higher education. That’s
where planning comes in.




SCHEDULE YOUR FREE FINANCIAL HEALTH CHECK.

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Dream Mutual, 10 East Main Street, Suite 200, Victor, NY, 14564, United
States585.924.7781John@summersfinancial.com

Securities and advisory services offered through LPL Financial, a registered
investment advisor. Member FINRA/SIPC. The LPL Financial registered
representatives associated with this website 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.

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