Welcome to Duffner Financial Group, Ltd.

As an independent financial services firm, we have access to a wide range of resources and can offer a variety of solutions to meet our clients business and individual needs. We are committed to providing exceptional customer service, while utilizing the latest financial technology available. We specialize in creating custom tailored plans to specifically address your goals. Our highest priority is to create value and peace of mind for our clients by offering the following services:

  • Investment advisory services *
  • Retirement planning *
  • Education Funding *
  • Employee Benefit plans
  • Tax Management
  • Estate planning                         
  • Risk Management                 Osaic Form CRS