Financial Services & Wealth Management News

Happy Customer

January 4, 2019

New Year, Newsletter!

As we enter 2019, we are saying “Out with the old” and in with the New—Newsletter that is. At the end of January, we are going […]
December 20, 2018

New Year’s Resolutions for Your Business

A New Year is an opportunity to take inventory of your current behaviors and find areas for personal improvement. However, contrary to popular belief, New Year’s […]
August 31, 2018

Dedication to Continuing Education and Customer Service

The Certified Insurance Counselor (CIC) designation, received through the Society of Certified Insurance Counselors is an extensive program consisted of five courses and exams over a […]
May 23, 2012

We Are Happy With Our Customers, Are You Happy With Us?

Duncan Financial Group takes pride in staying in tune with our customer’s needs. We decided to launch a program to be better in touch with what […]