Our Relationship with Duncan Financial Group

Founded in 1997, DeLucia & DeZomba Insurance Agency is an independent insurance agency with 5 employees specializing in providing personal, business and specialty solutions. DeLucia and DeZomba, serves over 3,000 residents and businesses of Houston, PA, Washington, PA and throughout Southwestern Pennsylvania. The company is also licensed in New York, Ohio, West Virginia, Virginia, Maryland and Washington D.C. While wholly acquired by Duncan Financial Group, DeLucia & DeZomba will retain their physical offices in Houston and Washington, PA and continue to build a regional platform.

“We are very excited to welcome the DeLucia & DeZomba team to our growing and vibrant platform. There is significant upside opportunity with the ability of our combined firms to now provide clients with a best-in-class financial services offering, along with additional tools and resources to better serve families and businesses that have trusted D&D for generations” said Brian Duncan, President of Duncan Financial Group. “We are thrilled to on-board a team with decades of combined experience that will help us continue to scale our business while remaining focused on driving a differentiated and excellent client experience.”

“DeLucia & DeZomba Insurance Agency is very excited to now be part of the Duncan Financial Group” said Al DeLucia. “We are happy to be part of a larger network of insurance partners that will give us more resources to serve our clients even better in the future. We are looking forward to the opportunities for growth and customer service that are teams can achieve together.”

Helfer & Associates served as a strategic advisor to DeLucia & DeZomba while Schwell, Wimpfheimer & Associates served as legal advisors.

About Duncan Financial Group
Founded in 1978 and headquartered in Irwin, Pennsylvania, Duncan Financial Group is a 3rdgeneration family run business providing a comprehensive insurance and financial services offering to families, businesses and financial professionals. Our mission is to Make It All Work Together – For You. For more information please visit: https://duncangrp.com/.

About Keystone Agency Partners
Keystone Agency Partners is a fast-growing independent insurance agency partnership platform which provides strategic, technology, financial and operational support to reignite an entrepreneurial spirit and support profitable growth within their platform agencies. Keystone Agency Partners was founded in 2020 in partnership with Keystone Insurers Group, Inc. and
affiliates of Bain Capital, LP. For more information please visit: www.keystoneagencypartners.com.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services offered through Duncan Financial Planning Advisors a registered investment advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Financial Group and its affiliates are separate entities.