duncan financial group

Founded in 1978, Duncan Financial Group is a "one-source" solution for a wide range of financial and insurance needs for both individuals and businesses. The company operates through several key divisions, including personal and business insurance, employee benefits, and wealth management. Their mission is to provide clients with professional guidance and innovative solutions to help them achieve their financial goals, manage risk, and secure their futures. The firm emphasizes a client-centric approach, leveraging its team of experienced professionals, including Certified Financial Planners (CFP®) and Certified Public Accountants (CPA).