Duncan & Haley

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

2753 S Washington St, Seattle, Washingto...

Phone Number

(206) 625-2658

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Duncan & Haley

Duncan & Haley is a financial advisory firm based in Seattle, specializing in wealth management, insurance consulting, 401(k), and foundation services for both individuals and businesses. With over 20 years of experience, they prioritize building long-term relationships with clients by understanding their personal situations, dreams, and risk tolerances. The firm offers a comprehensive range of services including investment management, estate planning, and retirement plan services. Their commitment to education is evident through various resources available on their website, aimed at helping clients make informed financial decisions.Explore more
Duncan & Haley's Social MediaPopular SearchesDuncan & Haley LtdDuncan Haley LtdDuncan HaleyDuncan & HaleyDuncan and Haley LtdSIC Code 62,628NAICS Code 52,523Show more

Duncan & Haley Org Chart

PhoneEmail
John Haley, President at Duncan & Haley
United States flag for contact location.

President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Duncan & Haley

<$5M
1-10
Private
<$5M
1998
John Haley, President at Duncan & Haley
John HaleyPresident
$6.3M
1-10
Private
-
2014
AB
Alan BergerSenior Partner & Investment Advisor & Representative
<$5M
11-50
Private
-
1971
AH
Asad HaiderBranch Manager At Jubilee Family Takaful
<$5M
11-50
Private
-
2009
LB
Lauren BeetleClient Relationship Manager
<$5M
1-10
Private
-
2014
Rolf White, President at Business and Family Advisors
Rolf WhitePresident
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Duncan & Haley is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Duncan & Haley is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Duncan & Haley.

Duncan & Haley financials insights

Gather financial insights about Duncan & Haley, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$80K

See All Duncan & Haley's Financials Insights

Duncan & Haley Tech Stack

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Frequently Asked Questions Regarding Duncan & Haley

What is Duncan & Haley's official website?
Duncan & Haley's official website is www.duncanhaley.com
What is Duncan & Haley's Revenue?
Duncan & Haley's revenue is <$5 Million
What is Duncan & Haley's SIC code?
Duncan & Haley's SIC: 62,628
What is Duncan & Haley's NAICS code?
Duncan & Haley's NAICS: 52,523
How many employees does Duncan & Haley have?
Duncan & Haley has 1-10 employees
What industry does Duncan & Haley belong to?
Duncan & Haley is in the industry of: Finance, Insurance, Securities Trading
What is Duncan & Haley competition?
Duncan & Haley top competitors include: Capital Financial Benefit Solutions, Wienken Wealth Management, Foresight Financial Partners, Copper Canyon Wealth Management
What companies has Duncan & Haley acquired?
Duncan & Haley has acquired the companies: Burt Wealth Advisors, Stratford Consulting, Krivoshein McDaniels Financial, Sunrise Advisors
What technology does Duncan & Haley use?
Some of the popular technologies that Duncan & Haley uses are: Microsoft 365, Amazon Web Hosting, Microsoft Exchange Online
How do I contact Duncan & Haley?
Duncan & Haley contact info: Phone number: (206) 625-2658 Website: www.duncanhaley.com
What does Duncan & Haley do?

Duncan & Haley is a financial advisory firm based in Seattle, specializing in wealth management, insurance consulting, 401(k), and foundation services for both individuals and businesses. With over 20 years of experience, they prioritize building long-term relationships with clients by understanding their personal situations, dreams, and risk toler... ances. The firm offers a comprehensive range of services including investment management, estate planning, and retirement plan services. Their commitment to education is evident through various resources available on their website, aimed at helping clients make informed financial decisions.Read More

What are Duncan & Haley social media links?
Duncan & Haley Linkedin page
Is Duncan & Haley a public company?
Duncan & Haley is private company therefore does not currently have an official ticker symbol
See more information about Duncan & Haley

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