The Firm

Working together, we have a common focus – a personal interest in work towards all your investment, insurance, and retirement needs as they change throughout your lifetime. When you are a client of Duerr Financial Group, our goal is treat you like one of the family.

Our #1 priority is your financial well-being!


With access to the full resources of an established wealth management firm, our decisions are not made alone. We believe you’ll benefit from working with a knowledgeable team of professionals who put your needs first.

Market conditions fluctuate, personal circumstances change, but through proactive, holistic advice and calculated decision making, we can help you to navigate through life’s inevitable volatilities and pursue your financial goals.

At Duerr Financial Group, you can be confident that:

  • We have your well-being at heart and will always take a personal interest in helping to address what is important to you.
  • We will always listen, are available to talk, and are passionate about your goals. We will take the time to ask the appropriate questions to recognize your needs.
  • We hope that you will be delighted by the friendliness and enthusiasm of our administration and support staff.

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