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January 2024 by J SH
Cold call spammers. Company must be desperate to rip you off.
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September 2023 by Justin W
I was referred to Duncan Financial and when I went there, I was told that they would be able to assist me with my tax situation and that it would go pretty quick. It was going to be a lot cheaper than other avenues I had looked into. Well, after doing all the work of tracking all the things they wanted down, I dropped them off and was told they will be in touch. After a week I called because I was never contacted and had to leave a message. I was given no call back, so I kept calling and for 2 months, I was never called back. I then sent an email to the person who said he can help me with my situation and called again. Finally after 16+ phone calls and an email, I finally got a call back and was told they cannot help me because it will be too long of a process. The only thing I got out of this was them actually filing an extension for me and having to pay thousands of dollars because of their lies and poor business decisions. ******************* started off being respectful (just to get peoples money) but then turned into someone you never want to do business with. To me, that hire was a very poor business decision.
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June 2023 by 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.
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April 2022 by Collin Hall
I had a fantastic experience with Duncan - particularly with Colton Hearn in financial planning. Very professional, service went above and beyond what I expected, and he broke things down in a way that made it very easy for me to understand. I will definitely be returning in the future for more services.
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April 2022 by Dumpster Diving Momma of 2
I have worked with Duncan financial group for the past few years and I must say every experience with them has been made so simple & easy! This past year I have been in business for myself (I am an influencer on YouTube, hence the name next to my picture, lol) & I have got to say they were even more amazing this year! Bill Zurlo is whom I worked with this tax season & he was absolutely wonderful! He goes above & beyond for his clients & truly is amazing at his job! I highly recommend them for any of your tax or Financial needs. Thank you Bill & Duncan for all of your expertise!
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November 2020 by Nancy Conners
Awesome insurance company to work with. They helped me straighten out my home owners insurance when my old company dropped my coverage with barely a notice. I moved my auto insurance as well because of the experience! DFG6
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October 2020 by Chris Morgan
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.I'm not the subject matter expert for insurance, nor do I want to be. As the business grows, they grow with me.If you own a business then you understand the importance of such a relationship and I'm pleased to have found mine so early in the game.Thank you, Megan, for all that you do.
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October 2020 by Richard Hoffman Ph.D.
I trust Duncan Financial group with our companies Health Benefit and Liability Insurance management. Gabrielle Robbins, Brad Prentice and the team at Duncan are the best. They will effectively handle your business' needs with a personal touch. Thanks Duncan Financial! #DFG4
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October 2020 by 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!
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October 2020 by CeCe Noca
I highly recommend Duncan for insurance, investments and tax preparation.I have been a customer for 40+ years and am highly satisfied with all of their services. It is always a pleasant and rewarding experience dealing with the owners and employees. DFG3
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October 2020 by Bree DeMoss
Came to Duncan Financial Group for my auto insurance and my renter's insurance. They were able to find me a quote that worked for me that offered the best coverage. Great people and excellent service!
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October 2020 by Jenn Long
My family has been DFG customers for about 30 years now; and we’ve never had a bad experience!! Such an amazing family; and they built such an amazing company over the years! (And it still seems to keep growing!) They always make you feel like you’re part of the family in my opinion. Thank You; to all at DFG, for all that you do! You are greatly appreciated!
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October 2020 by Rachelle Davanzo
Working with the life insurance team has been such an easy process. Great company to communicate with and they really took the time to listen and understand what I needed. Thank you. DFG1
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October 2020 by Tom Kubinec
Duncan Financial has saved me hundreds of dollars and increased my coverage on all of my homeowner's insurance and my auto insurance. Excellent service and wonderful employees! Who doesn't love to get more and pay less!!!
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October 2020 by Deanne Hutchens
Duncan is a wonderful company and has fantastic employees. The employees take the time to fully understand your needs and concerns, then they provide the best solution.