Clearwater Financial Services

Mr. Dugan is a professional, kind and well experienced financial advisor. He has been helping my family with our finances for many years and we are very pleased with the precise, reliable and excellent service.
I most certainly recommend Mr. Dugan to anyone seeking for great/honest financial advice.

There is no one that will do more for you than this guy, he is always working hard to make your future brighter .

Daniel is my husband. Among the many reasons why I respect him is his honesty. He is trustworthy. And he works hard to take care of his family. I admire his sense of duty when it comes to ensuring our wellness.
Daniel is also my Financial Adviser. He has a vast knowledge when it comes to finances. I have seen him take course after course and achieve accreditation and distinction over many years.
I trust his advice because I know he puts my best interest first, even when I have had doubts about the market, e.g., in 2008 when he pushed me out of Money Markets Funds and into Equity Funds.

Hello Dan.. I wanted to a minute and thank you for everything you have done for my family and myself!! In the short amount time that you and I have known each other you have helped me out tremendously by educating me, by understanding my own finances ... You truly have turned things around for me!! Your Professionalism, Patience and Knowledge is over the top! And I would recommend you to any one for Financial Advice.. Thank you so my friend!!

I'm not sure how much I can express the effort & thanks from Mr Dugas. Financially I was in a tough situation & with the help from Mr Dugas he helped me immensely. Mr Dugas is very passionate about what he does & I speak from experience for the excellent work he provided for me. I would definitely recommend Mr Dugas to anyone seeking a financial advisor. I can't thank him enough!

Kevin.