Trust Duncan Financial as your Business Advisors
How a strategic, comprehensive approach to managing risk in your business, professional practice or nonprofit organization can benefit YOU.
A Place for Everything—and Everything in its Place
Simplify Your Financial Life
Imagine having a single source for auto, home, health and life insurance as well as investment management, risk management, retirement planning, and tax and accounting services … all delivered with an elite combination of precision and accuracy to fit your needs. One call. One company. ALL under one roof.
Nothing could be simpler.
East Coast Risk Management
Duncan Accounting & Tax Services offers strategic, integrated tax, payroll and accounting resources as well as experience in service-based and manufacturing firms, with special focus on the medical service professions.
The Retirement Plan Division, comprised of the Investment Services and Plan Administration departments, was founded to provide plan design and administration services to pension, profit sharing, and 401(k) qualified plans, regardless of size.
Our experienced staff averages over 20 years of industry experience and currently administers over 250 plans. Our clients range in size from sole proprietorships to corporations with over 1,000 employees. The Plan Administration Department provides a level of service commensurate with our clients’ needs. Whether the plan is a start-up or the takeover of an existing plan, we are available to recommend plan type, provide design illustrations, and discuss investment product information, as well as administer the plan. We offer a variety of plan types which we use in our comprehensive plan design process, as well as in-house Third Party Administrator (TPA) services.
Many employers like the fact that Duncan is a local family-owned company, but still possesses the vast capabilities and resources that come with being associated with one of the largest and most prestigious insurance agency groups in the country. Business owners have taken advantage of the exclusive industry and association programs being offered by Keystone for the benefit of the clients of agency members. Some of these programs are uniquely designed for such industries as manufacturing, automotive, construction, schools and student transportation, recyclers, child and social services, healthcare, municipalities, transportation, oil and gas, recreational, habitational, food services, and religious institutions.