Team Duncan Difference: Advice Based

Advice comes first.

At Team Duncan Financial, we are advice-based. Advice-based means we put giving appropriate, objective, useful advice above all other priorities. We believe that advice implemented with aligned intentions between advisor and client results in better financial decisions and outcomes.

We are here to honor who you are now and help guide you along the path to who you want to become. You have the freedom to choose whether or not to implement your plan with us or the professionals of your choice to make your Financial Life Plan a reality.

A culture of comfort.

Our intimate and welcoming office encourages comfortable conversation. Open communication is a crucial jumping off point for exploring your financial experiences and needs. At Team Duncan Financial, it’s essential to us that both partners feel included and heard to ensure you and your spouse feel informed and empowered about your financial future.

We've been there and we can relate.

We are a couple working on and planning our own ideal life, together. As Warren Buffet famously says, we “eat our own cooking.” This means we follow the same planning process in our personal life as we use with our clients in our professional life.

Moloney Securities Co., Inc. is a Registered Broker-Dealer and Member FINRA & SIPC Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser. Moloney Securities Co., Inc. and Moloney Securities Asset Management, LLC are not under common control or ownership with Team Duncan Financial.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The information contained in this website is not a complete analysis of every material fact with respect to any market, company, industry, security or investment. Opinions expressed are subject to change without notice. Statements of fact have been obtained from sources considered reliable but no representation is made by Moloney Securities Co., Inc., any of its affiliates or any representative of the company as to completeness or accuracy.

Nothing here should be construed as an offer to buy or sell, or solicitation of an offer to buy or sell any securities.

This communication is strictly intended for individuals residing in the state(s) of AK, AZ, CA, CO, CT, FL, IN, KS, MD, MA, MO, NM, OR, PA, TX, VT and WY. No offers may be made or accepted from any resident outside the specific states referenced.

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