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Find a Location

Duncan Financial Group has 1 locations, listed below.

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    Business ProfileforDuncan Financial Group

    Insurance Agency
    BBB accredited business

    At-a-glance

    Customer Reviews

    1/5stars

    Average of 1 Customer Reviews

    Customer Complaints

    This business has 0 complaints

    BBB Rating & Accreditation

    Accredited Since: 2/28/1990

    Years in Business: 46

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    Family-owned and operated for over 35 years, Duncan Financial Group is a leader in providing superior insurance and financial services and solutions to our diverse client base. A 3rd generation agency started by John (Jack) M. Duncan, Sr., we strive to live up to the expectations that Jack set for the agency. We continue to grow and succeed due to appropriate succession planning, as well as an experienced and talented team who go the “extra mile” to provide each client with excellent customer service.

    Duncan Financial Group represents over 50 leading insurance carriers, offering a broad suite of Insurance and Financial Services that allows us to deliver a “one source solution” to our clientele, including:  Personal and Commercial Insurance, including: auto, homeowners, health and life insurance, among others; Risk Management Services, Employee Group Health Benefits, Personal Wealth Management, 401(k) and Retirement Plan Administration, along with Tax & Accounting. These divisions and the employees that support them each and every day were designed with one idea in mind – a better experience and outcome for clients. 

    Business Details

    Location of This Business
    311 Main St, Irwin, PA 15642-3437
    BBB File Opened:
    3/13/1990
    Years in Business:
    46
    Business Started:
    12/1/1978
    Accredited Since:
    2/28/1990
    Licensing Information:
    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
    BBB records show a license number of 937628 for this business, issued by Pennsylvania Insurance Department

    These agencies may include:

    Pennsylvania Insurance Department

    1326 Strawberry Square

    Harrisburg PA 17120

    (877) 881-6388

    https://www.insurance.pa.gov/

    BBB records show a license number of 355896 for this business, issued by Pennsylvania Insurance Department. The expiration date of this license is 11/30/2025.

    These agencies may include:

    Pennsylvania Insurance Department

    1326 Strawberry Square

    Harrisburg PA 17120

    (877) 881-6388

    https://www.insurance.pa.gov/

    Type of Entity:
    Corporation
    Alternate Business Name
    • Duncan Tax & Accounting Services
    • Duncan Insurance Group
    • Duncan Insurance Agency Inc
    • Wealth Preservation and Management
    Hours of Operation

    Primary

    M:
    8:30 AM - 5:00 PM
    T:
    8:30 AM - 5:00 PM
    W:
    8:30 AM - 5:00 PM
    Th:
    8:30 AM - 5:00 PM
    F:
    8:30 AM - 4:30 PM
    Sa:
    Closed
    Su:
    Closed
    Business Management
    • Mr. John Duncan, President
    • Ms. Jinan Duncan, Marketing Strategist
    Contact Information

    Principal

    • Mr. John Duncan, President

    Customer Contact

    • Mr. John Duncan, President
    Additional Contact Information

    Fax Numbers

    • (724) 864-3022
      Primary Fax

    Customer Complaints

    0 Customer Complaints

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    Customer Reviews

    1 Customer Reviews

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    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    Justin W

    1 star

    09/07/2023

    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.

    Local BBB

    Better Business Bureau of Western Pennsylvania

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