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Duncan Financial

5973 Avenida Encinas
Suite 210
Carlsbad, CA 92008
(888) 756-7568 - main
(800) 997-9331 - fax

Email us at:
info@cduncanfinancial.com


Duncan Financial

Duncan Financial is an independent, locally based financial services firm focused on managing individuals' investments. It was founded with a goal to build a debt-free financial planning firm offering sound, independent financial advice and the highest level of service.

As an independent firm, Duncan Financial has none of its own financial products. Our advisors focus on providing conflict-free advice and counsel on your investments to help you reach your personal goals.

We also are strongly committed to our community demonstrated through our support of several charitable organizations.

We offer free introductory consultations. Duncan Financial uses the Hanson McClain Retirement Network's IPRO to review your situation, because we believe in developing long-term relationships that are a good fit for both of us. If you would like to schedule a consultation or if you want to find out more about Duncan Financial, please contact us at info@cduncanfinancial.com.

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