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Client Testimonials

Real clients, real relationships and real results. Here’s what people are saying about their experience with us.

We’re built on a tradition of unwavering values, and our team is deeply committed to standing by our clients every step of the way. We don’t just offer services, we build lasting relationships. We work closely with you to protect what matters most and pursue your financial goals with confidence. Our clients consistently share powerful stories about the guidance, care and positive results they’ve experienced with us. Their words speak louder than any promise we could make. Don’t just take it from us, discover our real impact by reading what our clients are saying in their reviews and testimonials.

"Duncan found that my experience modifier was WRONG!!!! Not one of over a dozen plus agents that I spoke to previously saw that! They were able to get my experience modifier corrected, and force my insurance companies to return over $86,000 to me! They leveraged what safety changes they implemented and obtain an insurance policy at our renewal that was over $100,000 lower. In a span of 4 months, they put almost $200,000 back in my pocket!"

— Duda Cable Construction

"Working with Duncan we were able to enhance the safety culture in our organization and reduced our Workers' Compensation costs by over $300,000 a year."

— Gary Bowser, II, President Bowser Automotive Group

"David Leng is very knowledgeable about Workers' Compensation and a pleasure to work with. His knowledge allowed our company to reduce its Workers' Compensation premiums by almost 55%."

— Mike Spitznagel - CFO JetNet Corporation

"9 months ago I hired Duncan and their East Coast Risk Management to implement their Risk Solutions Program. As a result, I just saved $57,494 on my insurance renewal - That's 42%. Duncan met with me and my employees, toured my facility and put together an aggressive Risk Solutions Business Plan. They started implementing immediately and are in our plant several times each and every month."

— Robert Gottlieb - CEO

"I first became acquainted with David's knowledge of Workers' Compensation when I attended a seminar in 2007. I took the opportunity to meet with David to discuss better ways we could handle not only our Work Comp claims, but how we needed to drastically overhaul our HR processes. The benefits have been multitude. I have great confidence in ultimately can make a company more profitable."

— Colleen Maize - HR Director Kasto, Inc.

"Throughout David's career he has always been on the forefront of thinking. His understanding of insurance and specifically workers' compensation allow him to see things and establish practices that others eventually follow. David takes an entrepreneurial approach to problem solving resulting in both savings and added protection for his customers."

— J. Kieran Jennings, Esq. - Managing Partner Siegel Jennings

"David, you and your East Coast Risk Management team blew us away. First, your team recovered over $42,000 in overcharges that my agent allowed to happen. Second, over the next 7 months you overhauled our safety programs and hiring process. Your injury management team minimized a potentially uncontrollable and ugly claim. Third, your negotiations with our insurance company resulted in an additional $49,387 (44%) reduction in my workers compensation renewal premium. We figure you have added over $100,000 to our bottom line in just 1 year."

— Alex Yawny - CEO Odyssey Communications

"I just cannot thank you enough for helping us to take control of our work comp. In addition to making my life easier by helping to manage our claims, your team helped us create a very strong safety culture. Our injuries are down significantly, but more importantly, you helped reduce our work comp premium by over $80,000 a year."

— Lori Bodnar - HR Director C Harper Automotive Group

"David, I just can't thank you enough for finding and returning to us the $27,438 in overcharges from our last two years of audits. I only wish we had been allowed to go back to the prior years to recover money. More importantly, you provided us with a process so that we can avoid being overcharged in the future by the insurance companies."

— Ralph Kemp - President Elk Air Conditioning

"Duncan Financial Group genuinely cares about client outcomes and providing the best possible service. They take an individualized approach to your financial needs and do what is best for each and every customer."

— Evan J.

"Tyler Harkins was able to save me a bunch of money on car insurance and pretty much do most of it over email and a couple of phone calls. I really appreciate Duncan financial and will continue to use them in the future."

"I trust Duncan Financial Group with our company's health benefits and liability insurance management. Gabrielle Robbins, Brad Prentice, and the team at Duncan are the best."

— George H.

"Great company and employees! Their team takes the time to review and understand your needs and provides excellent service! #DFG3"

— Kathy Baran

"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.

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I'm not the subject matter expert for insurance, nor do I want to be. As the business grows, they grow with me."

— Chris Morgan

"Fantastic experience with my taxes and excellent quoting options! I would recommend Duncan Financial Group to everyone for their insurance, financial planning, and tax preparation services all day."

— E. Novak

"They were able to find the best rate for my renters insurance! They have a great environment and employees who know what they're doing!"

— Jenna Galley

The above testimonials are in reference to insurance and tax services and are not in reference to any securities or financial advisory services. They are based upon individual client experiences, may not be representative of the experience of other customers, and should not be considered a guarantee or indication of future performance or success.

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