At Duncan & Haley, Ltd., our clients benefit from our professional experience, education, and knowledge gained over multiple market and economic cycles, and across financial disciplines including asset management, corporate and private client planning, employee benefits, estate planning, tax strategies, and insurance. We formally retain local tax and legal advisors and are always happy to work closely with your other professional advisors to collaborate on planning objectives and potential solutions. This combination of professional experience results in an understanding of your goals, challenges, current positioning, and the resources required to help meet your needs.
As an independent Registered Investment Advisor (RIA) and independent insurance broker, we offer extraordinary access to today’s vast market of financial products. Because of our independence, we can approach the market with complete objectivity. Business and Private Clients alike receive balanced and unbiased evaluations and recommendations surrounding planning, investment, and insurance strategies.
Our team is united around the goal of creating a rewarding experience for our clients. As independent advisors and fiduciaries, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.
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Plan today so you can enjoy tomorrow.