Growing Your Financial Future, One Connection at a Time
At Dugan & Lopatka Wealth Management, our mission is to provide comprehensive financial planning and investment management services to our clients, helping them achieve their financial goals and secure their financial future. Our team of experienced professionals is dedicated to understanding our clients' unique financial situations and creating personalized strategies to help them achieve their financial objectives.
Our Services
We offer a wide range of financial services that cater to the unique needs and goals of our clients. Our services include investment management, financial planning, estate and insurance analysis, and retirement planning. We take a comprehensive and interlocking approach to financial planning, recognizing that each aspect of a person's financial life is interconnected and that a complete financial plan requires a holistic approach.
Investment Management
Our investment management services are designed to help clients achieve their long-term financial goals. We believe in a diversified investment strategy that takes into account each client's unique financial situation, risk tolerance, and investment objectives. Our team of experienced investment professionals is dedicated to selecting the best investment options to help our clients achieve their financial goals.
Financial Planning
Our financial planning services are tailored to each client's unique financial situation, goals, and objectives. We believe in creating personalized financial plans that take into account a client's income, expenses, assets, and liabilities. Our financial planners are dedicated to helping clients make informed financial decisions and achieve their financial goals.
Estate and Insurance Analysis
As part of our comprehensive financial planning approach, we offer estate and insurance analysis services to help clients protect their assets and ensure a secure financial future for their loved ones. Our team of experts is dedicated to helping clients create a comprehensive estate plan that takes into account their unique financial situation, goals, and objectives.
Retirement Planning
Our retirement planning services are designed to help clients prepare for a financially secure retirement. We believe in creating personalized retirement plans that take into account each client's unique financial situation, goals, and objectives. Our team of experts is dedicated to helping clients make informed decisions and achieve their retirement goals.
Our Team
At Dugan & Lopatka Wealth Management, our team of experienced professionals is dedicated to providing exceptional client service and achieving our clients' financial goals. Our president, Roy E. Cook, Jr., has over 20 years of experience in the industry and is committed to providing personalized financial planning and investment management services to our clients.
Contact Us
If you're looking for a comprehensive financial planning and investment management firm that puts your needs first, we encourage you to contact us today. Our team of experienced professionals is dedicated to helping you achieve your financial goals and secure a financially secure future.
Experience with Dugan & Lopatka Firm
The reviews for Dugan & Lopatka firm highlight a range of experiences with their services. Some reviewers have had consistently positive interactions with the firm, while others have been left feeling unprofessional and unhappy.
Timely and Responsive Service
Michelle Massie, a 5-star reviewer, praises the firm's consistent resourcefulness and timely responses from Mike Lee. She also notes that Mike is always available to help. This suggests that Dugan & Lopatka prioritizes prompt communication and availability for their clients.
Unprofessional Behavior
Eric Baldridge, a 1-star reviewer, has a vastly different experience. He expresses disappointment with the firm's services, stating that he felt talked down to repeatedly. He would not recommend the firm to anyone, indicating a complete lack of confidence in their abilities.
Professional and Highly Trained Staff
Mike Gresk, a 5-star reviewer, shares a more positive experience. He has used the firm's CPA services for over 35 years and has always been impressed with the professional and highly trained staff. He recommends the firm without hesitation, stating that they are consummate accounting professionals for all personal and business needs.
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