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1855 Bowles Ave #105, Ste 105, Fenton, MO, 63026, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:00 a.m. to 5:00 p.m. | |
Tue | 8:00 a.m. to 5:00 p.m. | |
Wed | 8:00 a.m. to 5:00 p.m. | |
Thu | 8:00 a.m. to 5:00 p.m. | |
Fri | 8:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Jeff and his staff have helped us come up with a solid financial plan to ensure a comfortable retirement while minimizing taxes once we start utilizing those funds. He's positioned assets to minimize if not eliminate losses during down markets. They are readily available to discuss concerns that arise and properly adjust assets with changes in the market.
Jeff & Patrick are very attentive to our personal needs. They always have our best interests as a priority.
Duncan Financial is a first class operation. Complete retirement planning and implementation. Tailored specifically to my retirement goals with tax strategies to maximize my investment returns. They have a very professional staff that are knowledgeable and a pleasure to deal with. You can be assured your questions and concerns will be answered and your emails and phone calls returned efficiently. It's as personal for for them as it is me.
Duncan Financial Management, Inc has a 3.3 star rating with 8 reviews.
Duncan Financial Management, Inc is closed now. It will open on Monday at 8:00 a.m.
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