Dugan & Lopatka Wealth Management
Dugan & Lopatka Wealth Management, LLC 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, Dugan & Lopatka Wealth Management helps our clients articulate and pursue their financial goals and welcome the opportunity to do so.
Give Roy E. Cook, Jr., Managing Director, Dugan & Lopatka Wealth Management, a call today at (630) 665-0914 or visit us at dl-wealth.com. Leo M. Misdom serves as the branch manager of Dugan & Lopatka Wealth Management. He can also be reached at (630) 665-0914.
Dugan & Lopatka Wealth Management is not part of Dugan & Lopatka CPAs, PC. Our registered representatives offer securities through Cetera Financial LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Investment Adviser Representative offering advisory services through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.