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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 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 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 that sets the standard for adding value to the lives of our clients, our employees and our community.
Mission
Our Mission is to help our clients build and protect a better financial future.
Additional Culture Details
The four cultural values that we strive to display as a team are Smart, Hungry, Service and Humble We seek to find like-minded individuals to join our team.
Smart- Job Application and Emotional Awareness
Hungry- Driven and Willing to take Initiative
Service- Focus on Internal and External Customer Service
Humble- Accountable, Collaborative, Ethical and Respectful
Smart- Job Application and Emotional Awareness
Hungry- Driven and Willing to take Initiative
Service- Focus on Internal and External Customer Service
Humble- Accountable, Collaborative, Ethical and Respectful
Values
- Smart
- • Puts the team agenda before personal interests
• Seeks to learn and continually improve knowledge base and technical skills
• Understands the overall objectives for their department as well as the organization
• Seeks ways to streamline processes and shares such information with peers and management
• Understands the overall impact of actions and inactions as it relates to their department and the organization
• Anticipates needs/events and identifies and communicates issues in a timely manner
• Prioritizes tasks, establishes and accomplishes objectives
• Follows through on outstanding issues, projects, requests, etc.
• Exercises judgement in generating possible and practical solutions
• Supports implementation of new department and company initiatives
• Displays empathy when interacting with clients and colleagues
Headquarters
Irwin, PA
Employees
130 US Employees
Industry
Financial Services & Insurance - Other