Duncan Financial Group

Duncan Financial Group

Partner Agency Overview

Duncan Financial Group, family operated for over 40 years, offers clients a comprehensive approach for families and businesses.  Duncan Financial Group is Big Enough to Matter, but Small Enough to Care.  Duncan was added as a partner agency June 1, 2020. Duncan adds more than 100 employees to the platform with a concentrated geographic footprint in Pennsylvania and serves as the financial services platform for Keystone Agency Partners and Keystone Partners.

  • We partner with clients to form, monitor, achieve, and protect their financial goals by coordinating all aspects of their financial lives, making it all work together.
  • As an independent family run business for three generations, we have the ability to stay focused on building long-term, mutually successful relationships.
  • We have a deep and credentialed team of professionals whose independence allows them to provide objective and comprehensive advice.
  • We are committed to and passionate about positive outcomes for our clients. We are big enough to matter, but small enough to care.

Key Areas of Focus

  • Overall growth up 22% through Q2 21
  • Refined focus on life insurance, wealth management and 401k advising services adding account professionals and new business relationships in the 2021 calendar year

Key Contacts

Brian Duncan, CFP, CLU
Duncan Financial Group
(724) 863-3287, x3102

Jennifer Roman
Executive VP HR
Duncan Financial Group

  • Agriculture
  • Bed & Breakfast
  • Construction
  • Main Street Retail
  • Propane
  • Restaurant
  • Transportation
  • Wineries

Risk management, accounting, 401k, group benefits, life brokerage and business succession

Estate planning, wealth management, financial planning taxes, risk management