Company Profile
Industry:Financial Services, Holding Company, Accountant, Financial Advisor, Insurance Companies
Doing business as:Duncan Financial Group, LLC
Registration:1978
Site:duncangrp.com
Phone:
Description: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...
Members (8):Robert Mccalmont / Regional Representative Daniel J. Vecchio / Mbr Pj Pizarro William J. Shelow / President, inactive David Leng / Chief Executive Officer, Member, inactive Doug Smith / Financial Consultant, inactive George M. Loughry / Secretary, inactive David Duncan / Mbr, inactive
Licensed:Yes
Service area:Western PA Region
Free estimates:Yes
Senior discount:No
Categories:Financial Counselors, Financial Services, Insurance, Tax Return Preparation
Warranties:Yes
Open Hours:Mon 08.30 AM - 05.00 PM, Tue 08.30 AM - 05.00 PM, Wed 08.30 AM - 05.00 PM, Thu 08.30 AM - 05.00 PM, Fri 08.30 AM - 04.30 PM, Sat Closed, By Appointment
Specialties:Financial Services, Personal Insurance, Tax & Accounting, Risk Management
Company size:51-200 employees
Summary
The professional industries of the organization Duncan Financial Group are Financial Services, Holding Company, Accountant, Financial Advisor, Insurance Companies. We know information about 8 employees who work here. A registered office address of Duncan Financial Group is 311 Main St, Irwin, PA 15642. Call the organization at phones:+1-724-863-3287 or+1-412-372-5414. Visit the official website to find out more.
Who has worked at Duncan Financial Group
| Position at Duncan Financial Group | Previous job position | |
|---|---|---|
| Alex Kline | Senior Vice PresidentSince Dec 2011 |
Huntington National BankWealth Management Team Leader Jul 2007 - Nov 2011 |
| Cheryl Baum | HRSince Nov 2001 |
|
| David Duncan | CEO |
Keystone Insurors GroupAgent 1994 - 2013 |
| Gail Tokosh | customer Service Agent |
|
| John Duncan | owner |
|
| Lois Novakovich | Receptionist/SecretarySince Jan 2012 |
|
| Loren Doumas | Administrative Assistant |
|
| Nancy Conners | ADMINISTRAIVE ASSISTANTSince Nov 2010 |
AMERICAN AUTOMOBILE ASSOCIATIONPAYMENT PROCESSING CLERK May 2007 - Nov 2010 |
| Pj Pizarro | Director, Information Technology |
|
| Randy Duncan | PrincipalSince 2003 |
Lasik One Management CompanyChief Financial Officer 2007 - 2008 |
| Robert Mccalmont | Director, 401k Plan ServicesSince Jan 1992 |
|
| Ryan Slanicka | IT AdministratorSince Jul 2013 |
|
| Timothy Mckinley Duncan |
Former Employees
| Position at Duncan Financial Group | Next job position | |
|---|---|---|
| Barbara Divirgilio | Retirement Plan AssistantSince Aug 2008 |
Ranier's PharmacyHuman Resources Manager/Accounts Payable Since Jan 2012 |
| Donna Powers | Executive AssistantMay 2011 - Jan 2012 |
General Products & SupplyOffice Manager Since Jun 2012 |
| Ed Kosakowsky | Sales2002 - 2004 401k SpecialistSep 2002 - Jan 2004 |
ContinuumSr. Account Executive Since Jun 2010 |
| Kristin Barrett | Marketing Coordinator2010 - Mar 2013 |
|
| Lee Mcclelland | Program Specialist--Golf Courses/Automotive Repair/TransportationApr 2010 - Nov 2011 |
Ally Financial Inc.Dealership Insurance Specialist Since Nov 2011 |
| Lisette Cerra | Registered Sales AssistantSince Nov 2010 Registered Sales AssistantNov 2010 - Mar 2015 |
|
| Mary Ann Ernette | Qualified Plans Investment Consultant/Marketing Director1998 - 2002 |
|
| Mary Ann Ernette | Retirement ConsultantJul 1998 - Jun 2002 |
|
| Sandra Green | Benefits Account ManagerJan 2011 - Feb 2012 |
Benefits NetworkProducer and Business Services Manager Since Feb 2012 |
| Tracy Johnson | Life insurance case managerJun 2013 - Feb 2015 |