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Success, Your Way.

We’ve assembled a diverse team of financial, securities, and life experts to support and grow your book of business. We build solutions around your needs, expanding opportunities for growth while providing access to invaluable tools and resources that fit into your workflow. Our process is symbiotic, driven by mutual success.

Success, Your Way.

We’ve assembled a diverse team of financial, securities, and life experts to support and grow your book of business. We build solutions around your needs, expanding opportunities for growth while providing access to invaluable tools and resources that fit into your workflow. Our process is symbiotic, driven by mutual success.

Independence without Isolation

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Independence without Isolation

Support designed for the way you operate.
Results delivered for the way you thrive.

Our ability to adapt to your workflow and your preferences begins the moment we meet you. We take great pride in understanding who you are as a professional and what you are looking for in a back-office partner. Whether you prefer total control and independence, opting for assistance when and where you need it, or whether you are looking to maximize your time in the field while we handle the case load in the background, we are the perfect fit for your process.

Our Unique Service Model

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Learn how advisors work with Duncan

John Ferguson

“The Duncan Financial Group adds a great dimension to my practice. They bend over backwards to add value and with their resources they make conducting business a great deal easier. They are a wonderful strategic partner!”

– John Ferguson

Andy Galy

“DAR has been invaluable for my business. The full complement of resources and support has allowed my practice to grow consistently year in and year out.”

– Andy Galy

Shawn Edelen

“The DWA program has allowed us to create efficiencies within our practice all while delivering a highly sophisticated asset management solution to our valued clients.”

– Shawn Edelen

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