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        General Info
        Financial planners have a tendency to speak their own language. Not Duncan Financial. We are an independent firm providing easy-to-understand, conflict-free advice. Before we recommend, we listen. Then we set realistic goals that are specific to your needs. We do this by taking the time to get to know you, and to understand your hopes and dreams for the future. By not selling any proprietary investment products, we have maintained our independence and eliminated the conflict between recommending a "company product" or the investment that best fits your financial goals. Duncan Financial, we backup our advice with experience, expertise, education, and ongoing professional training and certifications. While many other financial planners make commissions upfront, we are paid a salary. We recommend investments based on your needs, not ours. Charles Duncan is affiliated with Hanson McClain Retirement Network ( HMRN ), a nationwide network of independent financial professionals specializing in retirement planning for employees of utility and telecommunication companies. Charlie is a Registered Representative of Securities America, Inc, a registered broker/dealer, member FINRA /SIPC. Our representatives are licensed to offer securities products in the following states: AR, AZ, CA, CO, DE, FL, GA, ID, KS, LA, MO, MS, NC, NH, NM, NV, OR, PA, TN, TX, UT, VA, WA, WV. Our representatives are licensed to offer insurance products in the following states: AZ, CA, CO, FL, GA, MO, NC, NH, NM, NV, OR, SD, TX, UT.
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        BBB Rating
        A+
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        BBB Rating and Accreditation information may be delayed up to a week.
        Extra Phones

        TollFree: (888) 756-7568

        Payment method
        amex, cash, discover, master card, visa, debit
        Neighborhood
        Carlsbad
        AKA

        Duncan Financial-Carlsbad Office

        Other Link

        https://beaconpointe.com/contact-us

        Other Emails

        Categories
        Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services

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        Details

        Phone: (760) 476-1560

        Address: 5375 Avenida Encinas Ste A, Carlsbad, CA 92008

        Website: https://beaconpointe.com/contact-us

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