Duncan Financial Group
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.
Phone
(724) 875-6393
Office
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Services
Services & Information
- Financial Advisers
- 401K
- Estate Planning
- Wealth Management
- Tax and Accounting
- Business Perpetuation Planning
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Duncan Financial Group
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