Financial Services & Wealth Management News
April 8, 2021

Insurance Designations & What They Mean

Understanding your needs and delivering first-class customer service are our top priorities! That’s why our team of insurance professionals continuously strives to refine and develop their […]
February 23, 2021

Excessive Fee Litigation: The Best Defense is Compliance

Excessive fee litigation is increasing at a steady pace and all signs are it will continue to increase. The positive side of this situation is that […]
November 9, 2020

5 Ways to Support Small Businesses

Happy Small Business Saturday! As a family business ourselves, we understand and value the time, passion, and hard work that goes into starting and maintaining a […]
November 4, 2020

Thanksgivings From Your Friends at Duncan Financial Group

We have a lot to be thankful for this year! #1: Our Clients We give thanks every day to our clients, but in case not all […]
March 16, 2020

A Message from Duncan Financial Group

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 […]
March 9, 2020

February Employee of the Month- Geonette

Please join us in congratulating, Geonette Novak, for being selected as February’s Employee of the Month. Geonette has been on the Duncan team for three years […]