Duff & Associates

Planning Pays Off

 

In 1986, Daniel P. Duff, already an accomplished financial planner with a major brokerage firm, recognized that the products he was required to sell sometimes conflicted with his clients' best interests.  So, in an effort to better serve them, he decided to become an independent planner, opening his own firm, Duff and Associates, and chose Raymond James Financial Services as his broker/dealer. For Dan, this was a simple choice because Raymond James did not require that proprietary investments be sold and had no conflicting commission schedules, therefore allowing the opportunity for him to decide what was best for each client's needs without any conflicts. In addition to these significant benefits, Raymond James was also large enough to offer the professional support to service his clients and grow his business.
 

Now, nearly twenty-five years later, our business has grown, and our commitment to the client, not the commission, remains the same. Together with Raymond James, at Duff and Associates we look forward to a long future of providing unbiased financial advice that works for YOU.

Savings Goals

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Financial IQ Test

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Everyone Procrastinates, But Why?

The day-to-day demands of having a career, raising a family, and caring for a home often take precedence over investment needs. Squandering time is one mistake that many people never recover from.

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

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