• (724) 863-3420
  • (724) 863-3287
Hey Joel! – Is it My Responsibility to Track This Money Down?Hey Joel! – Is it My Responsibility to Track This Money Down?Hey Joel! – Is it My Responsibility to Track This Money Down?Hey Joel! – Is it My Responsibility to Track This Money Down?
  • Home
  • Personal
    • Meet with Specialist
    • Duncan Premier Planning Group
    • Estate Planning
    • Financial Wellness
    • Insurance
    • Taxes
    • Wealth Management
  • Business
    • Meet with Specialist
    • 401(k) Retirement
    • Business Insurance
    • Group Benefits
    • Risk Management
    • Tax and Accounting
  • Advice
    • Blog
    • FAQs
    • Resources
    • Video Library
  • About Us
    • Why Choose Duncan?
    • Your Dedicated Team
    • Keystone Partnership
    • Careers
    • Community
  • Other Locations
  • Contact Us
  • DPPG
  • Growing
  • Leveraging
  • Protecting
  • Transferring
  • Team
Premium Reduction Center
  • Premium Reduction Center
  • WorkCompitis
  • Our Process
  • Learning Center
  • Meet Our Team
  • Captives
  • Contact Us
✕
July 8, 2019
Categories
  • Blog

Hey Joel! – Is it My Responsibility to Track This Money Down?

Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, One of my […]
Do you like it?
Read more

Check out the background of firms and investment professionals on FINRA's BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/ SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services offered through Duncan Financial Planning Advisors a registered investment advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Financial Group and its affiliates are separate entities. Cambridge Investment Research, Inc. Form CRS

Diversification and asset allocation strategies do not assure profit or protect against losses.
Brian Duncan, David Duncan, Nancy Conners, Edward Kavo, Alex Kline, Tim Kunkle, Robert McCalmont, Larry Qvistgaard, Frank Zoracki, Don Waite, Ron Kims, Julie Snyder, and Robb Stottlemyer are investment advisory representatives and registered representatives of Cambridge Investment Research, Inc. Greg Hicks and Kristen Hull are registered representatives of Cambridge Investment Research, Inc. They are collectively registered in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY “Cambridge Approval #217584.”

Privacy Policy | Terms of Use

© 2019 Duncan Financial Group. All Rights Reserved. Chroma Studios