Dugan & Lopatka Companies

Dugan & Lopatka Financial Services, LLC

Dugan & Lopatka Financial Services, LLC is a financial services firm and is owned by the principals of Dugan & Lopatka, CPAs, PC.  Dugan & Lopatka Financial Services is committed to achieving client satisfaction through the delivery of quality, value-added wealth management services and by listening to our clients. In simplest terms, D&L Financial Services helps our clients articulate and then achieve their financial goals.  We encourage you to talk with Dugan & Lopatka Financial Services, but will also provide you with names to other financial advisers we know and trust if your prefer.   Link to Dugan & Lopatka Financial Services Website.

 

Partners in Technology, Inc.

As Certified Public Accountants and Consultants, we have a intimate knowledge of today's most popular accounting software packages. That knowledge coupled with our with our IT support make us a powerful source for you. More...

Wheaton Business Intermediaries Group, LLC

The WBI Group is an independent full-service business intermediary firm specializing in privately-held mid-market transactions up to $50 million. Our seasoned staff includes Certified Public Accountants, acquisition specialists and marketing experts. More...

 

Next Level, LLC

Next Level is a website development, marketing, image and revenue enhancement company.  Next Level creates marketing solutions that increase revenue and get the results you need. You’ll find our expertise and creativity to be a tremendous asset in helping you achieve your revenue and marketing goals — allowing you more time to spend growing your business and less time worrying about it.  More...

 

Dugan & Lopatka Insurance Services, LLC

Dugan & Lopatka Insurance Services offers innovative solutions to common issues facing business owners and individuals through the use of insurance.  We go beyond offer Life, Disability and Long-term Care Insurance for traditional protection purposed but also utilize insurance as a tool to solve other goals as well.  More...