Verified recordFinancial Services

Patrick Duggan

Investment Advisor at Cetera Investment Services Llc

Based in Lombard, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Lombard

Industry

Financial Services

Company size

424

Contact information

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Email

1 credit

p•••••••@cetera.com

Phone

5 credits

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Background

About Patrick Duggan

I am an Investment Advisor in Lombard, Illinois with Cetera Investors, a company dedicated to providing our clients with financial solutions, guidance and the tools to help meet their needs across all life stages. For over 10 years I have been providing face-to-face financial consulting, creating customized plans to fit each individual situation, with continuing support of that plan as your situation changes over time. I offer personalized service combined with a long-term approach and fresh thinking to help my clients: • Save and invest for retirement, education and other life events • Create retirement income strategies • Help protect the ones they love • Plan their legacy It is my goal to build solid relationships and long-term value to help my clients grow, protect and enjoy what they have—by making sure their financial strategies work as hard as they do. If you’re interested in reviewing your financial goals with me, please contact me at (630)705-1800 or by e-mail at pat.duggan@ceterainvestors.com Patrick Duggan, CRPC® Investment Advisor Cetera Investors 1 E 22nd St. Suite 710 Lombard, IL 60148 Direct Phone:(630) 705-1821 Office Phone:(630) 705-1800 ext. 518274 Fax:(630) 352-0984 Pat.Duggan@ceterainvestors.com Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are:*Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Confidential: This email and any files transmitted with it are confidential, and are intended solely for the use of the individual or entity to whom this email is addressed. If you are not one of the named recipient(s) or otherwise have reason to believe that you have received this message in error, please notify the sender and delete this message immediately from your computer. Any other use, retention, dissemination, forward, printing, or copying of this message is strictly prohibited.

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