Joseph Dudek

Education

• 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

Philosophy

“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.”

Personal

“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.”