Joseph Dudek

Joseph Dudek, CRC®

Financial Advisor
Registered Representative, Osaic Institutions, Inc.


  • Master of Business Administration – Endicott College
  • Bachelor of Science, Business Administration – Endicott College

Credentials and Licenses

  • Certified Retirement Counselor® (CRC®)
  • Series 7, 65, 63, 6 Registrations
  • Life, Accident and Health Licenses
  • Providing Financial Guidance for Over 15 Years

Special Expertise

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Group Benefits
  • Legacy Planning

Community Involvement

  • Participant in Rock ‘N Race Fundraiser, Concord Hospital
  • Volunteer Participant with the Santa Fund of the Greater Lakes Region


“My objective as a financial advisor is to help my clients understand what is most important to them, identify what their goals actually are, and then help them create a path to accomplish those goals. Perhaps just as importantly, I will walk down that path alongside them.”


“I grew up in the lakes region and I love spending time with my family at the lake, both boating in the summer and snowmobiling in the winter. My wife and I have two German Shepherd dogs and look forward to continuing to grow our family in this wonderful area.”

I can be reached at or 603.279.9102.