Dugan & Lopatka Financial Services

Dugan & Lopatka Financial Services grew out of client requests for financial planning and investment advice. Our clients wanted their personal financial planning needs to be integrated and coordinated in one place. To answer that demand, we have assembled a team of specialists with expertise in the areas of retirement planning, education funding, charitable giving, debt management, estate and trusts, financial planning, investments, retirement & elder care planning, and insurance in order to help you achieve your long term goals.

 

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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