Duncan-Newman Associates
30300 Agoura Road, Agoura Hills, California 91301
About the Business
Duncan-Newman Associates is a finance institution located at 30300 Agoura Road, Agoura Hills, California. Our goal is to be your lifelong financial advisors, and we have been recognized as a Forbes Best-In-State Wealth Management Team for 2023. We prioritize communication with our clients to ensure a successful partnership. Our services are available to residents of various states, and we offer investment products through Wells Fargo Advisors Financial Network, LLC. Please note that by visiting our website, you will be leaving the Wells Fargo Advisors site and entering a third-party website. We recommend reviewing their policies and terms before proceeding.
Contacts
30300 Agoura Rd Suite B-280, Agoura Hills, CA 91301, United States
Reviews
"Due to the recent passing of my sister...I have been working with Brad and Fariba at Duncan-Newman. Many financial accounts needed to be changed/formatted the way I needed them. This experience has been nothing short of awesome. Their professionalism and helpfulness is off the charts."
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