Fortune Financial Service

Our Firm

At Dugos Financial Group, we are dedicated to providing our clients with personalized and compassionate guidance as they navigate their financial journey. With over 35 years of experience in the financial industry, our founder, John J. Dugos III, has a deep understanding of the complexities of financial planning and a commitment to helping individuals and families achieve their financial goals.

Our Services

We offer a comprehensive range of financial services designed to meet the unique needs of our clients. Our services include:

• Retirement Planning: We help our clients plan for a secure financial future by creating personalized retirement strategies tailored to their individual needs and goals.
• Life Insurance Analysis: Our expertise in life insurance analysis enables us to help our clients make informed decisions about their coverage needs and options.
• Wealth Preservation: We work with our clients to develop strategies for preserving their wealth, ensuring that their hard-earned assets are protected for generations to come.
• Disability Income Insurance: We offer disability income insurance to help our clients ensure a steady income in the event of a disability.
• 401(k) Information: Our expertise in 401(k) plans and retirement planning enables us to provide personalized guidance on maximizing your retirement savings.

Our Approach

At Dugos Financial Group, we take a holistic approach to financial planning. We believe that every individual's financial journey is unique, and we take the time to understand our clients' unique needs, goals, and concerns. We work closely with our clients to develop customized financial plans that address their specific objectives and priorities.

Our Qualifications

John J. Dugos III, our founder and financial consultant, is a graduate of Robert Morris University with a Bachelor in Business Administration. He holds the designation of Registered Financial Consultant, demonstrating his commitment to continuous learning and professional development. John is a lifelong resident of Western Pennsylvania and is dedicated to his community, his family, and his clients.

Getting Started

Ready to take control of your financial future? We invite you to schedule a complimentary consultation to discuss your financial goals and objectives. Our team is dedicated to providing personalized guidance and support every step of the way. Contact us today to schedule your appointment.