Company History

1978 - The company that is now Duncan Financial Group, LLC was started by John (Jack) M. Duncan, Sr. The company’s original location was in downtown Irwin. The business began as the Duncan Insurance Agency and had 4 employees.

1980 – David S. Duncan (Jack’s oldest son) joins the company.

1983 – David expands the services of the company by offering securities and financial planning services. John M. Duncan, Jr. joins the company as a property and casualty producer.

1984 – Due to rapid growth, the company moves its operation to a larger office located at 370 Maus Drive in North Huntingdon, PA. The company continues to grow through the acquisition of smaller insurance agencies and the expansion of services.

1986 – Tax preparation and planning services are added through the formation of Duncan Capital Management, Inc. (now operating as Duncan Accounting & Tax Services, Inc.).

1987 - Retirement plan investment management, 401(k)/Pension/Profit sharing administrative services and other TPA functions are added to the company’s expanding base of services.

1990 – Wealth Preservation & Management, Inc. is started by David Duncan as a “Wholesale” financial services operation to assist other financial professionals. Today this operation assists over 175 registered representatives and agents in 25 states.

1992 – Duncan Insurance Agency purchases the Koury Agency located in Irwin, PA.

1996 – An affiliation with Keystone Insurers Group (KIG), a prestigious, multi-state network of independent agencies, is established. Duncan Insurance Agency, Craft, Kellogg & Patterson and Laukus & Diffenderfer merge to become the Duncan Insurance Group, Inc.

1997 – Regrettably, Jack Duncan passes away. However, due to appropriate succession planning, his sons David and John continue to grow the business.

1999 – Jack Valentine & Company, a full service tax and accounting firm, is acquired.

2000 – Reagan-Schuyler, LLC, a Philadelphia-based insurance and financial services firm, is acquired. Because of the company’s continued growth, a second North Huntingdon location is added. The Financial Services operation is moved to the Camry Building on Route 30 in North Huntingdon, PA. In addition, all related companies are brought together under the holding company: Duncan Financial Group, LLC.

2006 – Duncan Financial Group, LLC expands its wholesale brokerage operation by acquiring Atlantic Financial Group in Richmond VA.

2007 – Duncan Financial Group, LLC again expands its wholesale brokerage operation by acquiring Benefit Design Group in Asheville, NC.

2009 – All Pennsylvania operations of Duncan Financial Group are moved to a new location in downtown Irwin where the company originally started.

2010 – Still locally owned and independently operated, Duncan Financial Group maintains its focus on being a leader in providing superior insurance and financial services and solutions to its diverse client base.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Financial Group, LLC and its subsidiaries are separate entities.

Diversification and asset allocation strategies do not assure profit or protect against losses.

Craig Baum, Brian Duncan, David Duncan, Edward Kavo, Joseph Lundie, Anthony Marciano, Robert McCalmont and John Douglass Smith are investment advisory representatives and registered representatives of Cambridge Investment Research, Inc. Adam Aretz and Timothy Klabnik registered representatives of Cambridge Investment Research, Inc.
They are collectively registered in the following states:
AL, AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, and WV
for the sale of securities products
and are collectively licensed in the following states:
AL, AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, and WY to sell life insurance products.
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