Duncan Financial Management, Inc
500 South Australian Avenue, West Palm Beach, FL 33401
Location & Phone number
500 S Australian Ave, West Palm Beach, FL 33401, United States
About the Business
Duncan Financial Management, Inc. is a finance institution located at 500 South Australian Avenue, West Palm Beach, Florida, United States. The institution provides a weekly update to clients every Monday, focusing on how changes in the world of finance may impact their financial future. With 36 years of experience in the financial services business, Jeff Duncan helps clients navigate through the noise to identify news and tax changes that could affect their finances. The DFM Path™ offers real answers to retirement questions, teaching individuals how to take control of their financial future. The institution also offers resources such as eBooks and guides on topics like fixed index annuities. Duncan Financial Management, Inc. is an independent financial services firm that helps individuals create retirement strategies tailored to their needs and objectives. Please note that investing involves risk and guarantees provided by insurance products are backed by the financial strength of the issuing insurance carrier. The information provided by Duncan Financial Management, Inc. is for informational purposes only and should not be used as the sole basis for financial decisions.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Great firm. Very attentive to detail and helped me secure a great retirement plan for my mother. Highly recommend to others"
"Advisors are very knowledgeable. They are always available for phone conferences or in person meetings. Service provided is tailored to my needs. They provide overall financial advice including retirement, investments, estate planing, and legacy planning."
"THIS IS A TEST"
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