Duncan Financial Group

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"Duncan Financial Group, Insurance and Financial Services and Wealth Management Planning headquartered in Irwin, PA 15642"

Address: 311 Main St, Irwin, PA 15642, USA

Phone: (724) 863-3287

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State: Pennsylvania

Zip Code: 15642

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Reviews

One man’s experience: The adviser seemed more interested in his personal politics than my retirement account. He felt the need to share.  When I left the job my 401k with Duncan was with, I was told I had to close my account and… fees. I was told that I wasn’t doing it fast enough so… fees. I pointed out they were the ones holding it up. They relented on those fees. My account was “closed”.  Fast Forward a year and a half, I get a letter. My balance is too low to pay their fees so they’re closing my account again?... which had fees.  I would not choose to work with them again.

I had a fantastic experience with Duncan - particularly with Colton Hearn in financial planning. Very professional, service went above and beyond what I expected, and he broke things down in a way that made it very easy for me to understand. I will definitely be returning in the future for more services.

I have worked with Duncan financial group for the past few years and I must say every experience with them has been made so simple & easy! This past year I have been in business for myself I am an influencer on YouTube, hence the name next to my picture, lol & I have got to say they were even more amazing this year! Bill Zurlo is whom I worked with this tax season & he was absolutely wonderful! He goes above & beyond for his clients & truly is amazing at his job! I highly recommend them for any of your tax or Financial needs. Thank you Bill & Duncan for all of your expertise!

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

I’ve 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!

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!!!

I trust Duncan Financial group with our companies Health Benefit and Liability Insurance management.  Gabrielle Robbins, Brad Prentice and the team at Duncan are the best.  They will effectively handle your business' needs with a personal touch.  Thanks Duncan Financial! #DFG4

My family has been DFG customers for about 30 years now; and we’ve 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 you’re part of the  family in my opinion.  Thank You;  to all at DFG, for all that you do!  You are greatly appreciated!

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!

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.

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