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 130 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
PRESIDENT
Duncan Financial Group
bduncan@duncangrp.com
(724) 863-3287, x3102
Industries
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Contractor
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Education
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Hospitality
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Manufacturing
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Real Estate
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Restaurant
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Retail
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Tech
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Transportation
Business
Risk management, insurance, tax & accounting, 401k, group benefits and business succession
Personal
Risk management, insurance, estate planning, Medicare, wealth management, financial planning and taxes
