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Duncan Financial Group
Purpose
Recognizing the difficulty families and businesses face keeping up with the constant change of the world today, our team of experts exists to be their trusted advisor along the way. 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 a 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 to our clients. We are big enough to matter, but small enough to care.
Vision
Our vision is to become the premier independent insurance and financial services organization—setting the standard for how we add meaningful value to the lives of our clients, our employees, and the communities we serve.
At our core, we aim to ensure that every individual, family, and business we touch both within our organization and beyond experiences a better return on life through our partnership, guidance, and impact.
At our core, we aim to ensure that every individual, family, and business we touch both within our organization and beyond experiences a better return on life through our partnership, guidance, and impact.
Mission
Our Mission is to help our clients and employees build and protect a better financial future and achieve a better return on life through our comprehensive financial and protection solutions.
Additional Culture Details
Our core values are a significant part of our culture that drive everyday behaviors.
-Solutions Oriented
-Mutual Growth
-Expert in their Field
-Client Outcomes
-Kind & Respectufl
-Team Player
-Self Starter
-Solutions Oriented
-Mutual Growth
-Expert in their Field
-Client Outcomes
-Kind & Respectufl
-Team Player
-Self Starter
Values
- Passionate about Client Outcomes
- - Caring deeply about others.
- Must provide value before receiving anything.
- Embracing the trust and confidence that clients put in us to take care of them.
Headquarters
Irwin, PA
Employees
165 US Employees
Industry
Financial Services & Insurance - Other