Top Employer Duncan Financial Group has been honored as a top place to work in Greater Pittsburgh, signaling strong employee engagement and a stable workforce—opportunities for cross-selling employee benefits and group insurance programs through a motivated, in-house team.

Strategic Growth Recent acquisition of DeLucia & DeZomba Insurance Agency expands footprint in southwestern Pennsylvania, suggesting potential for upsell of additional insurance lines, IT integration projects, and expansion partnerships with Cambridge Investment Research affiliates.

Integrated Offerings As a family-run, one-source solution for insurance and financial services, there is a proximity to clients that can leverage bundled product pitches combining personal/auto/Home, life, and retirement/financial planning advice.

Technology Stack Utilizes diverse tech including WordPress, HubSpot Analytics, Zoom, Microsoft Teams, and marketing platforms; potential for sales-ready data enablement, CRM optimization, and targeted digital campaigns to deepen client engagement.

Market Position Mid-sized firm in the insurance sector with substantial revenue potential and a 51-200 employee base, offering a pathway for scalable solutions in customer experience, compliance management, and digital transformation to support growth and retention.