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Duncan Financial Services, LLC
       
 
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Duncan Financial Services, LLC
 
 
Overview: 

With over 30 years of experience, Duncan Financial Services. LLC is positioned to lead our clients in developing and maintaining complete insurance and investment portfolios. Our range of expertise includes insurance planning, retirement planning, college planning, investment planning, estate planning and access to employee benefits. Through our affiliation with MML Investors Services, Inc. we offer a full range of investment products. In addition, through our affiliations with Massachusetts Mutual Life Insurance Company and MML Insurance Agency, Inc, we can objectively search the marketplace for the appropriate insurance to fit your individual needs.

We believe what sets our organization apart is service. Duncan Financial Services provides bend-over-backward service. We are responsive to your questions and whenever possible, anticipate your needs. As a result of this responsiveness, most of our new clients are referred to us by our existing clients. Our service doesn’t end when we establish your portfolio… that’s only the beginning of the relationship. For example, we conduct periodic reviews to confirm that your strategy is on target and to reinforce the value of the choices you’ve made.

At Duncan Financial Services, LLC our mission is to always put our clients needs first, listening carefully to their priorities and aspirations before making any recommendations. We help our clients make informed, confident decisions based on a personalized, long term financial strategy. We do this by asking questions using a Confidential Questionnaire and then we will present our recommendations for your consideration.

When it comes to planning your future, a dream is a great starting point. At Duncan Financial Services, we’ll work with you to begin the process of turning your dreams into a reality.


 
 
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