Duncan Financial Group, family operated for over 40 years, offers clients a comprehensive approach for families and businesses. Duncan Financial Group is Big Enough to Matter, but Small Enough to Care. Duncan was added as a partner agency June 1, 2020. Duncan adds more than 130 employees to the platform with a concentrated geographic footprint in Pennsylvania and serves as the financial services platform for Keystone Agency Partners and Keystone Partners.
- We partner with clients to form, monitor, achieve, and protect their financial goals by coordinating all aspects of their financial lives, making it all work together.
- As an independent family run business for three generations, we have the ability to stay focused on building long-term, mutually successful relationships.
- We have a deep and credentialed team of professionals whose independence allows them to provide objective and comprehensive advice.
- We are committed to and passionate about positive outcomes for our clients. We are big enough to matter, but small enough to care.
