Financial Services & Wealth Management News

Duncan Financial Group

June 11, 2019

June Employee of the Month- Gabrielle Robbins

Please join us in congratulating Gabrielle Robbins (Gabe) for being selected as June’s Employee of the Month.  Gabe works as an Assistant Account Manager in the […]
April 9, 2019
April Employee of the Month

April Employee of the Month: Lesli Moeslein

Please join us in congratulating Lesli Moeslein for being selected as April’s Employee of the Month.  Lesli has been with DFG for less than one year […]
April 4, 2019

Relay for Life Fundraising Concert!

Relay for Life is a cause that is near and dear to the Duncan Financial Group team. We are very excited to once again participate in […]
March 13, 2019

March Employee of the Month: Megan Loughman

Please join us in congratulating Megan Loughman for being selected as March’s Employee of the Month.  Although Megan has been with DFG for less than a […]
March 7, 2019

BNY Mellon Class Action Lawsuit: Did You Receive A Notice Regarding A Class Action Lawsuit Settlement?

Did You Receive A Notice Regarding A Class Action Lawsuit Settlement? Some employers recently received a notice in a class action lawsuit entitled Carver, et.al. v. […]
March 4, 2019

Department of Labor Issues Relief Guidance for Victims of California Wildfires

The U.S. Department of Labor (DOL) recently issued benefit plan guidance and relief for plans and participants affected by the 2018 California Wildfires. The DOL recognizes […]