Duncan Financial Group

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David Duncan

David Duncan  holds his CFP® and has over 40 years of investment management experience. David’s focus is personal wealth management, which allows him to help his clients develop, monitor and achieve their financial goals. He understands the skills and strategies that are necessary to help you achieve your goals. Dave knows how to listen—really listen—and equip customers with the right tools to make better financial decisions. Dave has a deep understanding of comprehensive strategies for facing challenges of financial planning.

Making It All Work Together.


Services & Information

  • Financial Advisers
  • 401K
  • Estate Planning
  • Wealth Management
  • Tax and Accounting
  • Business Perpetuation Planning
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Duncan Financial Group
Contact details
Contact this vendor today to get your project needs taken care of.
(724) 875-6393