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Duncan Financial Group

EST. AUM
$100,000,000

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Firm Details

Metro area Pittsburgh
CRD Number 309454
Website duncangrp.com
Client types

Overview

Duncan Financial Group is a financial services and wealth advisory firm based in Irwin, Pennsylvania. The firm provides coordinated financial planning, investment, insurance, tax, estate planning, retirement planning, and business advisory services. Its financial planning page states that it helps clients organize and simplify financial decisions across areas such as college savings, retirement income, Social Security, pensions, and estate planning. The firm’s website describes it as a single-source financial services provider with 45 years in business, 9 areas of expertise, and 145+ employees. Advisory services are offered through Duncan Financial Planning Advisors, a registered investment advisor, while securities are offered through Cambridge Investment Research.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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