Alex P. Kline, CFP, RICP, Senior Vice-President, Retirement Plan Specialist, akline@duncangrp.com, 412.238.7331 or 800.762-5413 x 3477

Headquarters Toll-Free: 888.383.3420 | www.duncangrp.com
Headquarters: 311 Main Street, Irwin, PA  15642
Retirement and Employee Financial Wellness Services: 368 Butler Street, Pittsburgh, PA 15223

Family-owned and operated for over 40 years, Duncan Financial Group is comprised of a trusted, diverse team of proven professionals with expertise in every area of the financial realm. We work together to craft a customized, integrated, financial strategy that coordinates, compliments and makes EVERY aspect of your financial life easier.  A true, unique “one-source financial solution”.  Duncan’s financial solutions include: Personal and Business Insurance, Risk Management Services, Workers’ Compensation, Employee Group Health Benefits, Personal Wealth Management, 401(k) and Retirement Plan Administration, Financial and Retirement Planning, Estate and Elder Care Planning, Personal and Business Tax, and Accounting Services.  Making it all work together for you.

Additional Contacts:

Don Waite, CRPC, Director, Financial Wellness Services, dwaite@duncangrp.com
Lizzie Kline, Junior Financial Professional, lizzie.kline@duncangrp.com
Timothy A. Kunkle AIF, ARPC, tkunkle@duncangrp.com
Andrew Harvey, Financial Advisor, andrew.harvey@duncangrp.com
Conner Haberman, Sales Service Associate, conner.haberman@duncangrp.com