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In this episode we sit down with our Associate Director Financial Planning, Kristen Hull. Kristen is an incredible financial planner and helps many of our clients as well as other advisors with planning. Tune in to hear more about Kristen, what she does, and what financial planning really entails!
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.
In this special episode we are at Servpro Team Dobson Headquarters in Warren, Ohio with our partner agency, L. Calvin Jones. We discuss what Servpro does, how we collaborate to help our clients, what our partnership means for you.
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.
In our second episode we discuss personal insurance with one of our personal insurance department risk advisors, Tyler Harkins. We chat about what Tyler does, how he helps our clients, and dive into the importance of personal insurance.
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.
Our first episode! Welcome to Discover the Duncan Difference! In this episode we sit down with Duncan Financial Group CEO, Brian Duncan. We discuss everything from where Duncan started to where we are now.
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.
From the publisher's feed
Welcome to Discover the Duncan Difference, a behind the curtain look into the complex world of financial services. Hosted by Emily Steinkopf, this podcast offers invaluable insights, actionable…