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.
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