A.E.S. Consulting

金融服务

Philadelphia，Pennsylvania 2,794 位关注者

Building Leaders - Financial Education, Retirement, and Insurance Solutions

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关于我们

We are an independent small business & financial services agency working with a large group of financial brokers across the country. We have helped over 30,000 clients over the past 15 years. Our partners include many trusted brands and global Fortune 500 companies to help our clients with all possible financial solutions, including Nationwide, Transamerica, Fidelity, Athene, and more. We have offices across the country and our agency continues to grow through our incredible training program and constant leadership. Our mission is to help families and business owners from all backgrounds understand and feel better about their finances, but more importantly, about their futures. Please reach out for consultation or if interested in starting a career in financial services.

网站: dreamcapitalfinancial.com
A.E.S. Consulting的外部链接
所属行业: 金融服务
规模: 11-50 人
总部: Philadelphia，Pennsylvania
类型: 个体经营
创立: 2021
领域: Protection Plans、Wealth Accumulation、Life Insurance、College Planning、Retirement Income、Annuities、Tax-Free Retirement Income、Cash Value Life Insurance、401k Rollovers、IRA Rollovers和Qualified Retirement Accounts

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主要

US，Pennsylvania，Philadelphia

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动态

A.E.S. Consulting

2,794 位关注者
1 个月
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Great weekend with our team in Los Angeles! Thank you Transamerica, Annexus Group, and more for attending to educate our partners. 2025 will be our biggest year to date! https://lnkd.in/e9ffbDK5
Alexander S.

Retirement, Life Insurance, Rollovers, and More ? Specialize in Life & Annuity Services | Helping You Save Money For Retirement & Protect Your Family
1 个月

Los Angeles Wealth Bowl weekend was a huge success. It was great seeing our HQ in person for the first time. Thank you to the providers who came to educate our team on developments in the financial industry regarding retirement and protection for families. Can't wait for what's to come in 2025!
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A.E.S. Consulting

2,794 位关注者
1 个月
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We’re #hiring a new Financial Broker in Philadelphia, Pennsylvania. Apply today or share this post with your network.

Financial Broker

A.E.S. Consulting，美国宾夕法尼亚州费城

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A.E.S. Consulting

2,794 位关注者
3 个月
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A big milestone for our team! Thank you Transamerica, Nationwide, Pacific Life, Athene, Fidelity Investments, and more for all you do! https://lnkd.in/eBgaqDSH

Alexander S.

Retirement, Life Insurance, Rollovers, and More ? Specialize in Life & Annuity Services | Helping You Save Money For Retirement & Protect Your Family
3 个月

With Thanksgiving coming up, I'm feeling extremely grateful for all the relationships I've made in the last 2-3 years. We crossed over our 75th client this past week. This close friend of mine will have an extra ~half million in tax-free retirement assets thanks to our services (and providers!). Two years ago I had no idea we would have come this far and this quickly. The late nights, Sunday meetings, missed parties, and perseverance pay off in the long run. Whatever you're doing, wherever you're at, just keep going. It's 90% of the battle. Happy Holidays!! ??

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A.E.S. Consulting转发了
Athene

25,052 位关注者
5 个月
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We are thrilled to announce that our United Way of Central Iowa campaign this year was a huge success! Thanks to the incredible dedication of our #CommunityDriven team, we raised over $3 million for the first time in our history. Together, we’ve made a significant impact on our #community!
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A.E.S. Consulting转发了
Athene

25,052 位关注者
6 个月
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We’re thrilled to share that our registered index linked annuity was recognized on Barron's Best Annuities list for 2024. With our high performing #annuity suite, we're committed to helping you #retire remarkably. https://ow.ly/RZm750T8LOA
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A.E.S. Consulting

2,794 位关注者
10 个月
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Listen in as we discuss financial literacy and our overall mission at Dream Capital with our friends at Money Matters TV in Philadelphia! Thank you Steve Rosenberg for the opportunity to share our story yesterday. Watch Money Matters TV here to support and learn about your own finances: https://lnkd.in/eAPvQatr #NoFamilyLeftBehind https://lnkd.in/eFuhZRDx

Money Matters TV 444 April 10, 2024 3pm Show Link | Steve Rosenberg, The GSD Group and Alexander Schultz, Dream Capital Financial Group | By Money Matters TV | Hello again everybody and welcome back to another edition of Money Matters Television. My name is Steve Rosenberg from the GSD Group where I provide corporate strategy, strategic planning, and philanthropic advisory to not for profits. I'm

facebook.com

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A.E.S. Consulting

2,794 位关注者
11 个月
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Annual Women & Wealth Seminar. Tomorrow Night. https://lnkd.in/ek5wQ3hP
Alexander S.

Retirement, Life Insurance, Rollovers, and More ? Specialize in Life & Annuity Services | Helping You Save Money For Retirement & Protect Your Family
11 个月已编辑

? Attention Ladies of LinkedIn? My firm is hosting a free WOMEN & WEALTH seminar tomorrow night around 8PM est for ~1 hour over Zoom, all are welcome. Our partners at Transamerica Financial Advisors, Inc. have been ranked the #1 broker-dealer in the country for 7 straight years producing female representatives in the financial services industry. More Info ?? https://lnkd.in/eH7EX79T Some of our top trainers will be discussing how you can get ahead of your own finances, retirement strategies, college-planning & savings strategies for your kids, and then closing with our career opportunities. Reach out/DM/Comment for more information ??
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A.E.S. Consulting转发了
A.E.S. Consulting

2,794 位关注者
1 年
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Did you know many of our clients receive ~15% bonuses on the entire balance of their 401K or IRA simply moving their retirement money out of a risky situation? Yes, you heard that right. Thanks to companies like Athene. On Day 1, moving your money from one location to another to avoid market risk will provide a 15% bonus on the entirety of your 401k or IRA. $500,000 Rollover = $575,000 on Day 1 Why do most not know about this? We aren't sure either. We are simply here to tell you there are safer options for your money. Happy Sunday! #RetirementPlanning #IndexedAnnuities

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A.E.S. Consulting

金融服务

Philadelphia，Pennsylvania 2,794 位关注者

Building Leaders - Financial Education, Retirement, and Insurance Solutions

关于我们

地点

A.E.S. Consulting员工

Jeryl Anne Chica Malilang

Financial Services Consultant and Environmental Chemist Supervisor

Savy Khim

Visionary | Entrepreneur of Value

Smeet Gusani

We are hiring and training | Entrepreneur | Building distribution and Wealth

Chidinma Adogu

Mathematics, Statistics & Automation Systems | Transamerica Financial Advisors Associate

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A.E.S. Consulting，美国 宾夕法尼亚州 费城

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A.E.S. Consulting，美国宾夕法尼亚州费城