Dream Big Wealth Strategies转发了
Financial Advisor and Founder at Dream Big Wealth Strategies, LLC,
Happy World Smile Day - to those who celebrate! ??
Dream Big Wealth Strategies
金融服务
Worcester，Massachusetts 19 位关注者
We help people sleep well at night through collaborative and personalized financial planning.
关于我们
In today’s complex world, hard-working people often live their lives maxed out, distracted and overwhelmed, never stopping to define what they’re trying to accomplish. Here at Dream Big Wealth Strategies, we know that when you clarify your dreams and bring them into focus, momentum will follow, and you can accomplish more in life than you ever thought possible. __________ Julianne Hertel, Michelle Anctil, and Marina Theberge are collectively are licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies collectively in the states of CA, CT, FL, GA, MA, MD, ME, MN, NC, NH, NY, OH, PA, RI, TX, VA, VT. *Julianne Hertel, Michelle Anctil and Marina Theberge are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication, collectively, is strictly intended for individuals residing collectively in the states of CA, CT, FL, GA, MA, MD, ME, MN, NC, NH, NY, OH, PA, RI, TX, VA, VT. No offers may be made or accepted from any resident outside the specific states referenced. *Julianne Hertel is registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering investment advisory services in the states of MA, CT, NH and NY. As such, these services are strictly intended for individuals residing in the specific states referenced. Dream Big Wealth Strategies LLC is not owned or operated by either NYLIFE Securities LLC or Eagle Strategies LLC or its affiliates. #Neither Eagle Strategies LLC, its advisors, NYLIFE Securities LLC or any of its affiliates or representatives, nor Dream Big Wealth Strategies LLC or any of its staff provide tax, legal or accounting advice. Please consult your own professionals for tax, legal, and accounting advice before making any decisions.
- 网站
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https://www.dreambigwealth.com
Dream Big Wealth Strategies的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Worcester，Massachusetts
- 类型
- 私人持股
- 创立
- 2007
地点
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主要
获取路线
12 E Worcester St
US，Massachusetts，Worcester，01604
Dream Big Wealth Strategies员工
动态
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Financial Advisor and Founder at Dream Big Wealth Strategies, LLC,
?? Webinar Alert: Financing College Education ?? College costs can be overwhelming, but with the right guidance, you can make smart financial choices! ?? Join us on October 7th at 6:00 PM EST for a FREE webinar where we’ll cover everything you need to know about financing a college education. Our speaker, Jeremy Greenhouse, has 23+ years of experience in higher education and financial aid, and he currently serves on the Department of Higher Education’s Office of Student Financial Assistance Advisory Board. Jeremy will share expert advice and answer your questions! ?? Date: October 7, 2024 ?? Time: 6:00 PM EST ?? Speaker: Jeremy Greenhouse, Financial Aid Expert ?? Register here: https://lnkd.in/eKdJ83W3 Don’t miss this opportunity to get expert tips on planning for college! #CollegeFunding #FinancialAid #Webinar #CollegePlanning #DreamBigWealth #HigherEducation #FinancingCollege #FreeWebinar
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Dream Big Wealth Strategies转发了
Financial Advisor and Founder at Dream Big Wealth Strategies, LLC,
?? Cheers to 17 Years! ?? Seventeen years ago, I embarked on this incredible business, and if I knew then what I know now… I would do it all again. In a heartbeat. I’m deeply humbled every single day by the role my clients allow me to play in their lives. It’s a true honor to celebrate alongside them during the highs and to be a source of support during the tougher times. Whether we’re navigating exciting new chapters or weathering the storms, I’m beyond grateful for the trust my clients place in me. Thank you for letting me do what I love every single day. Here’s to many more years of success, support, and shared experiences! ???? #doallthingswithlove #Anniversary #17YearsStrong #Gratitude #DreamBigWealthStrategies #ClientLove #FinancialPlanning #WealthManagement
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