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To ensure the safety and well-being of our team, clients, and community, we are discontinuing face-to-face client meetings until further notice. The only way we can slow the growth of this virus is to limit human interaction. This is our way of helping in that effort.
We will still be able to handle any of your income tax, insurance or investment needs by phone, web meeting and/or email. Any clients can still drop off documents in the entryway of the office, but our preference would be for clients to mail or send documents electronically at this time. If you have any questions please feel free to contact your Advisor or Account Manager for clarification.
While the Duncan Financial Group staff will not be able to meet in our physical locations, our teams will continue to work both in our offices and remotely to carry out our day-to-day operations.
We apologize for any inconvenience this may cause and we will be happy to address any questions or concerns you may have. As always, we are just a phone call away.
We hope you and your loved ones are staying safe and healthy. Thank you for your cooperation and understanding.
Duncan Financial Group Team