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FINANCIAL
SERVICES
(Click Business Below to Go Directly to Specific Listings Details)
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DREAM MUTUAL
A Summers Financial Partner |
Business or Organization
Information & Logo |
Introduction - Promotion |
DREAM MUTUAL
A Summers Financial Partner
TWO (2) OFFICE LOCATIONS
IN VICTOR, NY |
10 East Main Street
Suite #200
(585) 924-7781 |
6591 Cherry Street
(585) 455-8659 |
Website
On Facebook |
DREAM MUTUAL
A Summers Financial Partner
A Team You Can Trust
We believe that long-term relationships are based upon
mutual understanding. As Fiduciary Financial Advisors,
it is our belief (and legal responsibility) that putting
the interests of our clients before our own
is of utmost importance.
DREAM MUTUAL
A Summers Financial Partner
is committed to understanding you and fully
appreciating what is truly important to you,
your family and your business.
Successful relationships most often involve
both partners working toward a mutually agreed
upon vision and goal. Our mission is to be able to
understand your goals, so that together, we can
create and implement solutions that will
make them happen.
Are you ready to make a change that
can better secure your financial future?
BELOW IS A LIST OF OUR SERVICES
Retirement Planning
Estate Planning
Retirement Needs Analysis
Retirement Income Planning
IRAs, 403(B), Roth IRA,
& Roth 403(B)
Pension Maximization Strategies
Using Life Insurance |
Employee Benefits Solutions
Payroll Deduction Plans
Group Life Insurance
.Group Disability Insurance
Single K, SEP IRA
& Simple IRA Plans
Pension, Profit Sharing
& 401(K) Plans
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Investment Products
Money Market
Variable Annuities
Unit Investment Trust (UIT)
Securities Brokerage Services
Mutual Funds / Indexed Funds
NY 529 College Savings Plans
Fixed & Equity Indexed Annuities |
Insurance Products
Life Insurance
Universal Life
Term & Whole Life
Short-Term Disability
Long-Term Disability
Long-Term Care Insurance
Income Insurance Protection |
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INSURHELP
Medicare Insurance Affiliate of MedCare Value |
Business or Organization
Information & Logo |
Introduction - Promotion |
INSURHELP
MEET YOUR LOCAL
NYS LICENSED AGENT
220 Phoenix Mills Plaza
Victor, NY 14564
Website
On Facebook
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a Medicare Insurance affiliate of
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INSURHELP
We are proud to have helped hundreds of our
community members understand their health
insurance options - specializing in Medicare
benefits, options, and ways to save.
WHAT IS MEDICARE?
Medicare is a federal health insurance program for:
People age 65 or older
People younger than 65 with qualifying disabilities; or,
People of any age with End-Stage Renal Disease (ESRD)
(permanent kidney failure requiring dialysis or a kidney transplant)
MEDICARE HAS FOUR (4) PARTS
PART A
HOSPITAL INSURANCE
inpatient care in hospitals;
skilled nursing facility care;
hospice care
home health care;
and
part of Original Medicare |
PART B
MEDICAL INSURANCE
services from doctors
& other health care providers;
outpatient care;
home health care;
durable medical equipment;
many preventative services;
and
part of Original Medicare |
PART C
MEDICARE ADVANTAGE
all benefits & services
under Medicare Parts A & B;
usually includes Medicare
prescription drug coverage
(Part D);
run by Medicare-approved
private insurance companies;
have yearly limit on your
out-of-pocket costs for
covered medical services;
and
may include additional
benefits or services
not covered by
Original Medicare |
PART D
PRESCRIPTION DRUG
COVERAGE
helps cover the cost
of prescription drugs;
run by Medicare-approved
drug plans;
and
may help lower your
prescription drug costs |
Medicare is not a one-size fits all solution.
Factors such as where you live, income, health,
prescriptions, and traveling need to be accounted
for. Plan selection is a personal process & what
fits the needs of one person may not fit the needs
of another. Most plans change on an annual basis
It is important to keep up with these changes and
avoid any surprises when you hand the hospital or
doctor's office your insurance care. There is no
best insurance carrier or best plan. We will help
you make the best choice, answer questions, and
be there when you need us. We are also a
licensed broker for the New York State of Health.
FIND THE PLAN FOR YOU...
We Make Choosing a Plan Simple. |
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JD FINANCIAL
Professional Tax & Business Services |
Business or Organization
Information & Logo |
Introduction - Promotion |
JD FINANCIAL
PROFESSIONAL
TAX & BUSINESS SERVICES
Jennifer C. Demo, Owner
"We get to know you as a person first,
so we are able to meet your needs as
a client, a business, a student, a family,
or whatever your personal or business
needs may be. We are here for you all
year, not just January through April."
10 East Main Street
Suite #200
Victor, NY 14564 |
MAILING ADDRESS
P. O. Box 115
Victor, NY 14564 |
Website
On Facebook |
JD FINANCIAL
PROFESSIONAL TAX & BUSINESS SERVICES
"Your Partner in Tax Prep"
Proudly Serving Clients in Monroe, Ontario
& Wayne Counties for Over 15 Years
Our Goal
To provide the highest quality tax preparation service.
Life Changing Events
Life changing events impact us every day, but how
often do we consider the impact on our tax return?
Marriage
Divorce
Loss of Spouse
Having a Child
Adopting a Child
Kids Going to College
Tax Issues Prior to Marriage |
Purchasing Investment Property
Change in Health Insurance
Change in Employment
Starting a Business
Back Tax Issues
Medical Issues
Retirement |
Volunteering
Natural Disasters
Casualties Such as Theft or Fire |
So We May Help You WHEN LIFE HAPPENS . . .
** PICK-UP & DROP-OFF SERVICES ARE AVAILABLE **
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POWELL INSURANCE AGENCY
a.k.a. Terry Powell Insurance Agency, Inc. |
Business or Organization
Information & Logo |
Introduction - Promotion |
POWELL
INSURANCE AGENCY
a.k.a.
TERRY POWELL
INSURANCE AGENCY, INC.
220 Phoenix Mills Plaza
Victor, NY 14564
(585) 742-3333
(585) 742-3334 (fax)
Website
On Facebook
Participant Page
GET STARTED...
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Welcome to
POWELL
INSURANCE AGENCY
Saving money is a vital concern in these challenging
times but often the temptation to cut coverage to save
money can lead to significant financial risk. It is
important that you find the best possible rate for your
auto, home, or business insurance policy without
sacrificing coverage. Luckily, it is much easier to find
a great rate for insurance now than ever before.
Many people are tempted to go to a company
online & attempt to shop for insurance themselves.
However, there are downfalls in working directly
with insurance companies. In many cases,
insurance customers do not understand what
type of coverage they need as insurance is more
complicated than many understand. Often people
take the lowest possible rate, without looking into
the repercussions of that decision. Saving money
can be great until you have a claim and realize
you do not have the coverage you need.
Because of this, working with an independent
agency is a superior way to obtain insurance.
Working with an independent insurance agent
offers severage distinct advantages, particularly
in terms of choice, personalized service & expert
guidance. Here is a breakdown of the key benefits:
ACCESS TO MULTIPLE INSURERS
Unlike captive agents who represent a single
insurance company, independent agents work with
a variety of insurers. This allows them to shop around
and find the best coverage and rates for your specific
needs. This means you get a wider range of policy
options, increasing the likelihood of finding a plan
that fits your budget and requirements.
UNBIASED ADVICE
Because they are not tied to a single company,
independent agents can provide impartial advice.
Their primary focus is on finding the right policy for
you, not pushing a particular company's products.
PERSONALIZED SERVICE
Independent agents often provide more
personalized service. They take the time to
understand your unique circumstances and tailor
insurance solutions accordingly. Many independent
agents are local to your area, meaning they
understand the specific risks in your region.
EXPERT GUIDANCE
Insurance can be complex, and independent
agents can help you navigate the intricacies of
different policies. They can explain coverage
options, answer your questions, and help you
make informed decisions. They can also help you
understand the fine print of insurance policies.
ADVOCACY
In the event of a claim, an independent agent can
act as your advocate, helping you navigate the claims
process and ensuring you receive fair treatment.
We represent over twenty-five carriers, and we look
forward to working with you to get you the lowest
rates while taking the time to educate you so that
you can make an informed decision. |
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As of our October 8, 2024 update, we have only contacted about 40 businesses and organizations directly,
resulting in just over 20 listings thus far. Our goal by this time next year is to have the most accurate
and comprehensive destinations directory in and for Victor, NY . . . and this is only the beginning!
Please consider listing with us and/or sharing about us with your family and friends; and, of course,
we hope you enjoy browsing all of the great destinations that can be found here as we continue
to enhance, grow and complete our hometown destinations directory.
Thanks for allowing us to be of service to you in finding all of your Victor, NY destinations!
Destination Victor NY |
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