Jeffrey "Jeff" Duncan

Credentials:
  • CLU®
  • CFBS
  • AEP®
  • RICP®

Focus: Insurance Strategies, Investment Strategies, Student Loan Refinancing, Retirement Income Planning, Risk Management Strategies, Estate Planning, Financial Education, Business Owners

Languages: English

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 34th 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 (CLU), Certified Family Business Specialist (CFBS), Accredited Estate Planner (AEP), Certified Long Term Care (CLTC) and Retirement Income Certified Planner (RICP).

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 around the US. 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, Bryn Mawr, PA.

Jeff has served President of the Mass Mutual Agents Association. He is a principal in the firm, Duncan Fiunancial Services, LLC. He and his wife Dawn have two children, Scott and Jessica and are the proud grandparents of two grandchildren, ages 10 & 7. His office is located in Saddle Brook, NJ and he resides in Cresskill, NJ.

Education

BA-Journalism-Marshall University

Hobbies

Golf
Fishing

Affiliations & Memberships

National Association of Insurance & Financial Advisors (NAIFA)
Mass Mutual Advisors Association

Community Involvement

Chamber of Commerce-Fort Lee & Hawthorne NJ

See Jeffrey’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

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Lee, Nolan & Koroghlian, LLC

Main Office

250 Pehle Ave Park 80 West, Plaza I, Suite 405
Saddle Brook, NJ 07663

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CRN202011-240061