Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Jeff began his career in the financial services industry in 1977 and just began his 30th year with Mass Mutual. He is a Registered Representative and an Investment Advisor Representative with MML Investors Services, LLC. Jeff has earned several designations including Chartered Life Underwriter, Certified Family Business Specialist, Accredited Estate Planner and Certified Long Term Care.
He is a published author with articles appearing in the NY Daily News, LA Times, the Wall Street Journal and Life Insurance Selling Magazine and has been a guest lecturer before numerous financial services organizations. He received his Bachelor of Arts Degree from Marshall University and has completed several courses towards his Masters in Financial Services degree and Special Care Planners Designation from the American College.
Jeff is currently serving as Past President of the Mass Mutual Agents Association Executive Committee (AAX). He currently serves on the Board of Directors of The Circle of Life Children’s Center Charity Golf Outing, a hospice for children. He is a principal in the firm, Duncan Financial Services, LLC. He and his wife Dawn have two children, Scott and Jessica and are the proud grandparents of two grandchildren, ages 6 & 3. His office is located in Saddle Brook, NJ and he resides in Cresskill, NJ.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies