Bill Dugan, Financial Advisor

FINANCIAL ADVISOR
Bill Dugan Jr

AAMS™
151 W Branch St Ste C, Arroyo Grande, CA 93420opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Community Outreach
  • Genealogy
  • Hiking
  • Sailing
  • Wine Collecting/Enthusiast

Team Members

  • Rebecca McKenzie
    Associate Financial Advisor
  • Christy Cozby
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(805) 489-1636

Fax

(888) 758-6035

Office Address

151 W Branch St Ste C
Arroyo Grande, CA 93420opens in a new window

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