Duncan Financial Group

We are so excited to share that our agency was a winner of the SECURA Gives Back Contest! 👏 SECURA Insurance donated $39,000 to 13 nonprofits as part of their annual SECURA Gives Back contest. This year, more than 250 agents participated by nominating the nonprofit of their choice to win a $3,000 donation.🤝 David Leng, CPCU, CIC, CBWA, MWCA, CRM nominated Community Human Services to receive the $3,000 donation! Community Human Services empowers individuals to stable housing, community resources, build relationships, and access to quality food. We are so proud to support this incredible organization and are grateful for the partnership we have with them! 💪

Our John M. Duncan award was created in memory of our founder. Anyone who knew Jack, knew that family, community, and his company were the priorities in his life. He valued these things and he gave his heart and soul to all three of them. 💙 The award was created to recognize a Duncan employee who exemplifies these 3 values in a way that would make Jack incredibly proud. This is not given out every year - it's only given out if there is truly a person who deserves it. 🏆 Our 2024 John M. Duncan Memorial Award Winner is Larry Qvistgaard! Larry has dedicated so much of himself to build our incredible wholesale business Duncan Advisor Resources, all while being an involved and present father and husband, and volunteering his time and resources to a cause that has deeply affected his life - dementia. 💙 Congratulations to Larry for a well deserved award!! Thank you for being a part of Team Duncan. 🙌 👏

Tax Tip Tuesday! ✏️ As we head into the new year and right into tax season we are sharing some strategic tax-saving opportunities to consider!💡 Leverage Business Deductions: Purchase essential equipment or vehicles before year-end to take advantage of valuable tax deductions. 🚚 Our team is ready to take on all of your tax needs. Whether you have a simple return or complex situation that needs more strategy. Schedule your appointment today and take the first step toward a smoother tax season!

We had a blast at our companywide Christmas Party on Friday! 🎄 Over 100 employees came together to celebrate the holidays and all of our accomplishments this year. We had a full bus that came from our Ohio offices and remote employees from all over the country made their way to Irwin, PA to join us! 🚗🚌✈️ Lots more pictures to come! 📸 Shoutout to Core Event Center for hosting our party and always providing the best service! ❄️

Our offices will be closing early today at 10:30am for a Companywide Christmas Party! Normal hours will resume Monday 12/16. 🎄

🚨 Business Owners! BOI Update! Great news for small businesses! The NFIB has successfully secured a court ruling blocking the enforcement of the Corporate Transparency Act’s (CTA) beneficial ownership reporting requirements. This is a major victory, especially with the deadline for compliance just weeks away. The Court's decision provides small business owners a much-needed reprieve from these burdensome privacy-invading regulations. This legal win highlights the power of small businesses when they stand up for their rights, protecting privacy and saving valuable time. As of now, businesses do not need to file under the CTA, but we will continue to monitor the situation closely. If any new developments occur or further legal actions require a change, we’ll keep you informed and ensure you're up to date on the next steps. Stay tuned for further updates!

We're closing in on the end of the year 😲 and that means it's almost tax time! 📑 Our team here at Duncan is ready to take on all of your tax needs. Whether you have a simple return or complex situation that needs more strategy. So here's your first "Tax Tip Tuesday!" Over the next few months we'll be sharing some strategic tax-saving opportunities to consider!💡 1. Maximize Retirement Contributions: Boost your 401(k) or IRA contributions to lower your taxable income while building your retirement savings. This strategy not only helps in reducing your current tax liability but also ensures that you are steadily building a nest egg for your retirement years. Want to learn more? Don’t wait until the last minute! Schedule your appointment today and take the first step toward a smoother tax season.

Friday was a fun day in Irwin, PA! It was the annual cookie tour and SANTA came to Duncan Financial Group! 🍪🎄🎅 Thanks to everyone who came out to participate and our wonderful employees who helped to host Santa and our guests! 🎄

Today our very own John and Lori Duncan were out ringing bells for The Salvation Army at Giant Eagle! 🔔 Tis the season! 🎄 Donations in the red kettle stay local – directly impacting the lives of your neighbors by helping them in their time of need. 👏

Did you know that Duncan Financial Group has been family-run for 3 generations? We will be celebrating 46 years in business this week! John M. Duncan Sr., was our founder.👏 In 1996 when he passed away suddenly, his sons - David Duncan and John M. Duncan Jr., took over. Today his grandson, Brian Duncan, leads the way. From 4 employees to 156. Who we are has never changed. 💪 "Take care of your customers, and everything else will take care of itself." - John M. Duncan Sr. This picture taken a year ago is Brian Duncan showing his baby Jack his namesake - John "Jack" Duncan - also know as Paps to his grandkids. ❤️