Business Details
48 Years
experience
Your Trusted Financial Partner in Irwin, PA
Duncan Financial Group has been a trusted name in comprehensive financial services since 1978. Our mission is to coordinate investments, insurance, and taxes into strategic solutions tailored to individual and business needs. With 45 years of experience, we leverage a team of certified professionals holding designations such as CFP, CLU, and CPCU to deliver personalized financial planning. Our expertise spans estate planning, retirement strategies, risk management, and wealth preservation, supported by partnerships with institutions like Cambridge Investment Research.We prioritize client-centric service, combining deep industry knowledge with a commitment to transparency and long-term relationships. Our track record includes recognition in the Million Dollar Round Table and Top of the Table for excellence in financial advisory services.
Services
Estate Planning
Financial Wellness
Insurance
Taxes
Wealth Management
Retirement Planning
Business Insurance
Group Benefits
Risk Management
Tax Planning
Details
- Year established: 1978
Highlights and features
- We offer 45 years of experience in financial advisory services.
- Our team consists of certified financial planners and insurance specialists.
- We provide integrated solutions across investments, insurance, and tax planning.
- Our advisors hold industry-recognized designations like CFP and CLU.
- We maintain partnerships with top-tier financial institutions for client benefit.
Services
Estate Planning
Estate Planning ensures your assets are distributed according to your wishes. Our experts create tailored strategies to protect your legacy and minimize tax liabilities. We guide clients through wills, trusts, and legal documentation for comprehensive asset management.
Retirement Planning
Retirement Planning helps clients build sustainable income streams for post-career life. We analyze financial goals, risk tolerance, and timelines to design investment portfolios. Our specialists hold RICP and CRPC designations to optimize retirement outcomes.
Business Insurance
Business Insurance protects companies against operational risks through customized policies. Our team evaluates liability, property, and workers' compensation needs. We partner with top insurers to secure competitive premiums and comprehensive protection.
Financial Wellness
Financial Wellness programs educate employees on budgeting, debt reduction, and investment strategies. We deliver workplace seminars and one-on-one counseling to improve financial literacy. Our services are led by certified advisors with decades of industry experience.
Tax Planning
Tax Planning optimizes financial decisions to minimize tax exposure across personal and business contexts. Our advisors collaborate with CPAs to implement legal deductions and credits. We focus on long-term compliance and wealth preservation strategies.
People
David S. Duncan
Executive Chairman
David Duncan is Executive Chairman of Duncan Financial Group with 40+ years in investment management. He holds a CFP designation and graduated from Point Park University in 1979. He has served on the Million Dollar Round Table for 19 years.
Brian Duncan
CEO
Brian Duncan serves as CEO and CFP professional. He joined the firm in 2009 after earning an MBA from Duquesne University. He focuses on wealth management strategies and holds Chartered Life Underwriter credentials.
John M. Duncan Jr.
President, Insurance Division
John Duncan leads the Insurance Division with expertise in commercial risk management. A graduate of Indiana University of Pennsylvania, he specializes in business insurance solutions and community engagement initiatives.
David R. Leng
Chief Risk Officer
David Leng is an insurance industry veteran with 30+ years of experience. He holds multiple designations including CPCU and CWCA. He authored international bestsellers on workers' compensation strategies and risk management.
Andres Abreu
Vice President, Accounting & Finance
Andres Abreu oversees financial operations with expertise in corporate finance. He earned an MBA from Waynesburg University and manages accounting, budgeting, and HR functions for the firm's 145+ employees.
Questions
What financial services does Duncan Financial Group offer?
We provide estate planning, retirement strategies, business insurance, tax planning, and wealth management services for individuals and corporations.
Are your advisors certified professionals?
Yes, our team includes CFP, CLU, CPCU, and CRPC designations, with decades of combined industry experience.
Do you serve clients outside Pennsylvania?
We operate in 48 states through registered representatives, with primary offices located in Irwin, PA.
How do you coordinate financial planning services?
We integrate investments, insurance, and tax strategies through multidisciplinary teams focused on comprehensive wealth management solutions.
What retirement plan options do you support?
We administer 401(k) plans, defined benefit schemes, and individual retirement accounts with fiduciary compliance expertise.
Videos
Reviews (7)
Chris Morgan
Jan 21, 2021
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I started a business in 2018 and knew my team needed to extend beyond payroll. The entire DFG3 team, and specifically Megan, have been the partners I've needed to mitigate risk, maintain compliance and find cost effective insurance solutions. I'm not the subject matter expert for insurance, nor do I want to be. As the business grows, they grow with me. If you own a business then you understand the importance of such a relationship and I'm pleased to have found mine so early in the game. Thank you, Megan, for all that you do.
Nancy Conners
Jan 12, 2021
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Awesome insurance company to work with. They helped me straighten out my home owners insurance when my old company dropped my coverage with barely a notice. I moved my auto insurance as well because of the experience! DFG6
Joseph Fiori
Jan 05, 2021
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Ive been a client for over 30 years. I have my car and homeowners insurance, life insurance, and investments with Duncan Financial. I love having everything under one roof. Always treated me like family! I recommend all my friends and family to Duncan Financial!
Bree DeMoss
Jan 05, 2021
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Came to Duncan Financial Group for my auto insurance and my renter's insurance. They were able to find me a quote that worked for me that offered the best coverage. Great people and excellent service!
CeCe Noca
Nov 27, 2020
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I highly recommend Duncan for insurance, investments and tax preparation. I have been a customer for 40+ years and am highly satisfied with all of their services. It is always a pleasant and rewarding experience dealing with the owners and employees. DFG3
Jenn Long
Nov 19, 2020
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My family has been DFG customers for about 30 years now; and weve never had a bad experience!! Such an amazing family; and they built such an amazing company over the years! (And it still seems to keep growing!) They always make you feel like youre part of the family in my opinion. Thank You; to all at DFG, for all that you do! You are greatly appreciated!
Tom Kubinec
Oct 15, 2020
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Duncan Financial has saved me hundreds of dollars and increased my coverage on all of my homeowner's insurance and my auto insurance. Excellent service and wonderful employees! Who doesn't love to get more and pay less!!!
