****JavaScript
based drop down DHTML menu generated by NavStudio.
(OpenCube Inc. - http://www.opencube.com)****
|
- 1978 John M. Duncan, Sr.
begins Duncan Insurance Agency, Inc.
- 1983 David S. Duncan, CFP®
begins offering securities products and financial planning services.
- 1986 Tax preparation and
planning services are added through the formation of Duncan Capital
Management, Inc.
- 1988 401(k)/Pension/Profit
Sharing administrative services and other TPA functions begin.
- 1990 Through Wealth Preservation
& Management, Inc., Duncan Group starts a “Wholesale”
operation helping other financial professionals, broaden their product
menu.
- 1992 Duncan Insurance Agency
purchases the Koury Agency located in Irwin.
- 1996 Craft, Kellogg &
Patterson, Inc. and Laukus & Diffenderfer are merged into Duncan Insurance
Agency, Inc.
- 1999 Jack Valentine &
Company, a full service tax and accounting firm is acquired.
- 2000 Reagan-Schuyler, LLC, a Philadelphia based
insurance and financial services firm is acquired.
- 2000 All related companies as
brought together under the holding company titled, DUNCAN FINANCAL
GROUP, LLC.
Securities and Investment Advisory Services offered through
representatives of Tower Square Securities, Inc.,
a securities broker/dealer (member FINRA
/ SIPC )and a Registered Investment Advisor.
Duncan Financial Group is a separate entity from Tower Square
Securities, Inc.
Representatives of Tower
Square Securities do not provide tax advice.
Please consult your tax advisor for such guidance.
Duncan Financial Group
311 Main Street
Irwin, PA 15642
(724) 863-3287
|
