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Duncan Investment Partners
108 West Timonium Road, Timonium, Maryland, United States
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About the Duncan Investment Partners
Duncan Investment Partners is a finance institution located at 108 West Timonium Road in Timonium, Maryland, United States. We specialize in providing comprehensive wealth management strategies for a select group of clients, including corporate executives, retirees, private business owners, individual investors, families, and foundations. By understanding our clients' financial goals and needs, we combine our knowledge and experience with our partners to create personalized solutions.
At Duncan Investment Partners, we prioritize building trust with our clients through meetings and evaluations of their portfolios. We offer 6-month and annual meetings to ensure that we are staying on track with their financial goals. Securities and Advisory services are offered through LPL Financial, a registered investment advisor, while investment advice is offered through Maryland Financial Group, Inc. We are separate entities from LPL Financial, Duncan Investment Partners, and Financial Advocacy Network.
Our team of registered representatives can only conduct securities business with residents of certain states, including AR, AZ, CA, CO, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA, and WA. We are also licensed in life and health insurance in MA, MD, ME, NH, NC, RI, and FL. Our registered Investment Adviser Representatives are located in MA, MD, and TX. For more information, please access Maryland Financial Group, Inc.'s Client Relationship Summary Form.
Photos of Duncan Investment Partners
108 W Timonium Rd #202, Timonium, MD 21093, United States
Opening hours of Duncan Investment Partners
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Day off
Sunday:
Day off
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