Think investing is only for people with a lot of money and financial know-how? Think again! Whether you’re just getting started with investing or want an expert review of your current portfolio, Dupaco offers a variety of investment options and services to help you reach your goals.
- Money Market Accounts
- Certificates
- Retirement Accounts
- Mutual Funds; Stock and Bonds; Fixed and Variable Annuities; and Retirement Accounts (IRA, Roth IRA, SEP, SIMPLE, Individual 401(k), 403(b)) through Dupaco Financial Services
- Trust and Conservatorships through Dupaco Wealth Management
It’s never too early. And it’s never too late. Our investment professionals will take the time to understand what’s important to you and offer expert financial advice that’s tailored to your current needs and future goals. Any time you have a question we’ll be right here to help you.
- Retirement Savings
See how long your retirement savings will last based on your savings and inflation. - Retirement Income
Determine what your monthly retirement income will be. - Roth vs. Traditional IRA
Compare the difference in savings over time with a Roth and Traditional IRA.
