Financial Objectives

Listen. Proactive. Educate.  These words summarize our approach to serving our clients. We disagree with the unfriendly, poor customer service practices of other financial services firms and are dedicated to retaining 100% of our clients by focusing on our clients first. 

Welcome

We appreciate the opportunity to tell you about our company, our people, our services, our service approach, and our clients.  We are proud of our firm and our reputation for personalized service, attention to detail and prompt response to clients. Please look around and then give us a call.

 

Dugan & Lopatka Financial Services, LLC104 E. Roosevelt Rd., Wheaton, Illinois 60187Phone: (630) 665-0914Fax: (630) 665-5030

DUGAN & LOPATKA FINANCIAL SERVICES IS NOT AN AFFILIATE COMPANY OF LPL FINANCIAL. SECURITIES AND ADVISORY SERVICES OFFERED THROUGH LPL FINANCIAL, A REGISTERED INVESTMENT ADVISOR, MEMBER FINRA/SIPC.

Welcome to Dugan & Lopatka Financial Services’ Website

No information provided on this website is intended to constitute an offer to sell or solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial whose identities and associations with Dugan & Lopatka Financial Services, LLC, are disclosed on this website may only discuss securities or transact business with persons who are residents of the following states.

AZ, CA, CO, FL, IL, IN, MD, MO, NH, OH, AND WI.

If your state of residence is not listed, please locate an LPL Registered Representative on your state of residence by accessing http://www.lpl.com or calling 1-800-877-7210. Dugan & Lopatka Financial Services is not an affiliate company of LPL Financial.  Securities and advisory services provided on this website are offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.

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