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About Duncan & Haley

About Duncan & Haley

For over 20 years, Duncan & Haley has served the greater Puget Sound as a 401(k), Wealth Management and Insurance expert. And for over 20 years, we have remained steadfast in our mission: to always act with our clients’ best interests at heart.

We understand the importance of being able to trust your advisor, and we work hard to maintain that trust. We are privately held. We are fervently independent. We are educational and unbiased in our approach. Clients know that they can trust the advice we give without second guessing it.

Let’s connect! Our team is filled with a diverse mix of experienced professionals who are here and ready to help. 


<strong>Wealth Management&#160;</strong>

Wealth Management 

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<b>Insurance Consulting &#38; Brokerage</b>

Insurance Consulting & Brokerage

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<strong>401(k) &#38; Foundation</strong><br /><strong>Services</strong>

401(k) & Foundation
Services

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Looking for a financial advisor with experience?

Duncan & Haley is celebrating 8 years as one of Seattle's

Five Star Wealth Managers.


                                                        

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer. 

Below are our ADV forms.  These are forms we file with the Securities Exchange Commission (SEC) in order to be registered with the agency as investment advisers.  This is an important document to review for investors, especially when hiring or comparing advisors, because 1) it helps describe the working relationship and how the costs and services work, and 2) describes and conflicts of interest, related parties, or disciplinary history that may apply.

ADV Part II, IIa, IIb and Customer Relationship Summary (CRS)

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