Duncan Financial Group

Headquartered in Irwin, Pennsylvania – We understand the skills and strategies that are necessary to help clients achieve their goals. Our experienced professionals know how to make the right moves when faced with the challenges of choosing the most suitable insurance products and financial services.

We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-owned and operated for over 30 years, our diversified professionals get to know the needs of every client to deliver award-winning service. Built on a solid foundation, our relationships last for generations.

We offer a wide range of insurance products and financial services for individuals and businesses including: auto, home, health and life insurance; investment management, risk management, retirement planning as well as tax and accounting services… all delivered with an elite combination of precision and accuracy to fit your needs. Our clients have comfort in knowing that we can manage all of their insurance and financial needs… under one roof.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Financial Group, LLC and its subsidiaries are separate entities.

Diversification and asset allocation strategies do not assure profit or protect against losses.

Craig Baum, Brian Duncan, David Duncan, Edward Kavo, Joseph Lundie, Anthony Marciano, Robert McCalmont and John Douglass Smith are investment advisory representatives and registered representatives of Cambridge Investment Research, Inc. Adam Aretz and Timothy Klabnik registered representatives of Cambridge Investment Research, Inc.
They are collectively registered in the following states:
AL, AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, and WV
for the sale of securities products
and are collectively licensed in the following states:
AL, AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, and WY to sell life insurance products.
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Cambridge Approval Number: 46841