Dream Big Wealth Strategies, LLC

Home
United States
Worcester, MA
Dream Big Wealth Strategies, LLC

Financial Advisor offering investment advisory services through Eagle Strategies LLC Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

We are Financial Advisers offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of Massachusetts, New York, Connecticut, Rhode Island, North Carolina, New York, Florida, Illinois and New Hampshire. As such, these services are strictly intended for individuals residing in the states referenced. We are also licensed as Agents to sell insura

nce through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Massachusetts, New York, Connecticut, Rhode Island, North Carolina, New York, Florida, Illinois and New Hampshire.No insurance business may be conducted outside this/these states referenced. Additionally, we are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, 201 Jones Road, Waltham, MA 02453 (508)470-4850x. In this regard, this communication is strictly intended for individuals residing in the states of Massachusetts, New York, Connecticut, Rhode Island, North Carolina, New York, Florida, Illinois and New Hampshire. No offers may be made or accepted from any resident outside the specific states referenced. Neither Dream Big Wealth Strategies, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Dream Big Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Julianne Hertel's registered branch address:
12 East Worcester Street
Worcester, MA 01604

11/05/2025

We’ve been deeply disheartened by the growing hunger crisis in our community following the reduction of SNAP benefits. No one should have to wonder where their next meal will come from.

To help make a difference, we’ve donated $1,000 to the Worcester County Food Bank — and we’re proud to share that the New York Life Foundation will match our donation, doubling the impact to $2,000 in support of local families in need.

07/19/2025

We are so thrilled to be sponsoring the music stage at this year’s Worcester Irish Cultural Festival! Save the date for October 4th! 🇮🇪

06/01/2025

At Dream Big Wealth Strategies, we are proud to celebrate and support the LGBTQIA+ community. We’re excited to celebrate Pride Month not just this month, but everyday throughout the year.
❤️🧡💛💚💙💜

03/17/2025

🍀🌈 Happy St. Patrick’s Day from Dream Big! 🌈🍀
Wishing all of our amazing clients and friends a day filled with luck, laughter, and a little bit of Irish cheer! ☘️ Whether you’re celebrating with a festive feast, searching for a pot of gold, or just enjoying the company of good friends, we hope today brings you plenty of joy.

03/14/2025

🥧🔢 Happy Pi Day! 🔢🥧

It’s 3.14, which means it’s time to celebrate everyone’s favorite irrational number with some delicious treats! 😍 Whether you're a math whiz or just here for the pie, today is the perfect excuse to indulge.

02/26/2025

At Dream Big Wealth Strategies, we believe in the power of community and the importance of supporting those in need. That’s why we are proud to donate to the Worcester County Food Bank, helping to provide meals to families facing food insecurity.
Hunger is a challenge that no one should have to face alone, and we’re honored to do our part in making a difference.
Thank you to New York Life for generously matching our donation! Let’s continue to lift each other up and build a stronger, more caring community. 💙

02/20/2025

We’ve had some clients refer to her as Saint Bianca - with good reason! Happy birthday to our incredible Operations Manager, Bianca!

01/20/2025

Today we remember Martin Luther King Jr. and honor his legacy built on freedom of faith, equality and justice for all.

01/13/2025

In light of the tragedy in California, our January Charity of the Month is the California Fire Foundation. 100% of our donation is also being matched by New York Life.

The California Fire Foundation is a nonprofit dedicated to assisting fallen firefighters' families, active firefighters, and those impacted by disasters. Since 1987, they’ve provided financial, emotional, and educational support to families of fallen heroes, including scholarships and emergency relief for victims of fires and natural disasters. Their SAVE program offers immediate aid to disaster victims, while their Firefighters On Your Side initiative promotes fire safety education. Grateful for their life-saving work and honored to contribute!

01/09/2025

🌟 Today is National Law Enforcement Appreciation Day 🌟

We take this day to recognize and honor the dedicated men and women who serve and protect our communities every day. Their courage, commitment, and sacrifices do not go unnoticed. 💙🚔

To all law enforcement officers: Thank you for putting yourselves on the line to keep us safe. Your hard work and dedication make a difference, and we are grateful for everything you do.

12/04/2024

We’re proud to support CASA Project Worcester County and their Holiday Drive this December, as our charity of the month!

CASA is a nonprofit organization dedicated to advocating for the best interests of abused, neglected, and vulnerable children in Worcester County. Through the efforts of their trained volunteer advocates, they amplify children’s voices in court and help guide them toward safe, permanent homes.

This holiday season, you can help make a difference by shopping from their curated wishlist (located on their page), ensuring every child they serve receives a special gift. 🎁 Gift cards and monetary donations are also welcome! Each gift will be personally delivered by CASA’s incredible volunteer advocates and supervisors.

Join us in spreading holiday cheer to children in need!
Check out their page for more information: CASA Project Worcester County

Let’s come together as a community to make this season magical for these children! 💙

Address

12 East Worcester Street
Worcester, MA
01604

Website

http://www.dreambigwealth.com/

Alerts

Be the first to know and let us send you an email when Dream Big Wealth Strategies, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Dream Big Wealth Strategies, LLC:

Shortcuts

Want your business to be the top-listed Accountant in Worcester?