Building a Legacy of Trust From the Very Beginning
The character of a company is usually established in its earliest years. So it is no surprise that the desire to genuinely bring expertise to the table, to solve real-world problems, and to get real-world results has been in the Duncan DNA from the beginning.
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 four employees.
David, John M. Duncan Sr.’s oldest son, 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.
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.
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.
An affiliation with Keystone Insurers Group (KIG), a prestigious, multistate network of independent agencies, is established. Duncan Insurance Agency, Craft, Kellogg & Patterson and Laukus & Diffenderfer merge to become the Duncan Insurance Group, Inc.
All Pennsylvania operations of Duncan Financial Group move to a new location in downtown Irwin, where the company originally started.
Duncan Financial Group joins Cambridge Investment Research, a leading independent broker/dealer, to expand the breadth of its financial services offering.
Duncan Financial Group opens its first West Coast office in Newport Beach, CA, hiring Larry Qvistgaard, who later becomes President of Duncan Advisor Resources.
Duncan Financial Group rebrands the firm with a new logo and brandline: “Making It All Work Together.”
Pittsburgh Business Times recognized Duncan Financial Group as one of the fastest growing companies in Western Pennsylvania.
Duncan Financial Group merges with Indiana Insurance in Indiana, Pennsylvania.
Today, Duncan Financial Group has over 100 employees and are growing.
Our main office is in Irwin, PA, and we also have offices in Indiana, Pittsburgh, Philadelphia, Laguna Niguel, Houston, Indianapolis and Indiana, PA, .
We are committed to and passionate about positive outcomes for our clients. We built this company on customer service. Founder Jack Duncan believed, if you take care of your customers, everything else will take care of itself, and we've carried on that philosophy since his death in 1997.
Big Enough to Matter but Small Enough to Care. - Making it all work together for you.