Meet John J. Dugos III, RFC
Your Valued Financial Consultant
Dugos Financial Group is where financial success meets personalized and compassionate guidance. With over 35 years of experience in the financial industry, John is dedicated to helping individuals and families pursue their financial goals and working towards a secure future.
Why Choose John Dugos?
Wisdom and Experience: John brings a wealth of experience in retirement planning, life insurance analysis, and wealth preservation. He has a comprehensive understanding on how to navigate through an ever-changing economic landscape.
Personalized Approach: No two people are alike, and John takes great interest in the importance of tailoring a financial anaysis to each individual client in a clear and concise manner. Whether you're planning for retirement, education, or estate preservation, he will work closely with you to create an easily understandable roadmap with the ultimate goal of providing financial independence. When you become a client of John's, it quickly becomes apparent that he will make you feel truly valued for trusting him with your financial journey. He considers his clients to be his friends and prides himself on guiding them with integrity and impeccable customer service.
Credentials and Qualifications: John is a graduate of Robert Morris University with a Bachelor in Business Administration. He holds the designation of Registered Financial Consultant which demonstrates a commitment to continuous learning and professional development. He will adhere to the highest ethical standards and prioritize transparency in all client interactions.
Personal and Community Involvement: John is a native of Pittsburgh and a life long resident of Western Pennsylvania. He resides with his family in Greensburg, Pennsylvania where he shares his wife's passion for horses at their property. He is also a health enthusiast, an avid reader and enjoys traveling with his family. He is also dedicated to being involved with his church and various local charities.
Getting Started on YOUR Financial Journey
Ready to take control of your financial future? Whether you're looking to have your current portfolio reviewed or to optimize your current financial strategy, John will eagerly guide you every step of the way. Call Dugos Financial Group TODAY for a complimentary consultation at 724-327-2601.
We look forward to hearing from you!
Newsletters
-
New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
-
Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
-
Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
-
Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Calculators
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?