Duncan Financial Group - Irwin (PA)

2 /5 Mark Sutcliffe: One man’s experience: The adviser seemed more interested in his personal politics than my retirement account. He felt the need to share. When I left the job my 401(k) with Duncan was with, I was told I had to close my account and… fees. I was told that I wasn’t doing it fast enough so… fees. I pointed out they were the ones holding it up. They relented on those fees. My account was “closed”. Fast Forward a year and a half, I get a letter. My balance is too low to pay their fees so they’re closing my account (again?)... which had fees. I would not choose to work with them again.

5 /5 Evan J: 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.

5 /5 Joseph Fiori: I’ve been a client for over 30 years. I have my car and homeowners insurance, life insurance, and investments with Duncan Financial. I love having everything under one roof. Always treated me like family! I recommend all my friends and family to Duncan Financial!

5 /5 Francis Babik: 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

1 /5 Mary Lou K.: In early June I requested a copy of our Certificates of Insurance for my wife and myself, as we did not have one in our files. After numerous phone calls and a number of visits to their office I only received my wife’s copy. Again I called them numerous times and personally stopped by to get my copy, which should have been mailed with my wife’s. After being assured that it would be taken care of, I still haven’t received it. The lack of communication within the company is horrendous, and their customer service is even worse. Despite my telling them I would leave them a negative review, they didn’t seem to care. Why would anyone deal with Duncan Financial when they can’t even handle a very simple request for two copies of a Certificate of Insurance. We did not choose Duncan for our life insurance, they inherited us by purchasing another insurance agency. This has been a very disappointing experience.