wiseradvisor

Michael R. Duke
Duke Financial & Insurance Strategies

Tel: (682) 503-6565
1521 N Cooper St.
Suite 335
Arlington, TX 76011
Duke Financial & Insurance Strategies | Financial Advisor in Arlington ,TX

About Duke Financial & Insurance Strategies

We believe our reputation precedes us and it is of upmost importance to us to protect it. We promise to be the best that we can be which in return, will help you to succeed. When you work with us, we promise to uphold our core values of:

Integrity - We will honor our word and follow through with whatever actions become part of your plan. Whatever the situation or challenge may be, we promise to provide sound solutions. We will do the very best job that we can for you and your family to ensure that your financial needs are taken care of.

Respect - You will recognize that we genuinely care. We will listen and handle every situation with compassion and understanding.

Thoughtfulness - We will be as thorough in our research as possible before providing you with solutions. No task will be left half-finished. We will ask you the hard questions to retrieve in- depth, useful information to ensure our recommendations are the best for your unique situation.

Knowledge - We will strive to be the best of the best. We believe in being professional students of our industry so that there is never a question that does not have a suitable answer for you. We are always learning, always growing, and always pursuing continuing education that will benefit your needs.


General Information

Firm Start Year:   2009
No.of Employees:   2-4
Insurance License#:   1095717
Name of Broker/Dealer:   NYLIFE Securities
Name of Custodial Firm:   Eagle Strategies LLC
States Licensed in:   TX
Number of Years with Current Firm:   8


Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care , Variable Annuity , Life , Variable Life , Health



Faqs

  • Do you have a customer satisfaction or refund policy? DUE TO COMPLIANCE REGULATIONS I HAVE TO DISCUSS THIS IN PERSON OR OVER THE PHONE.
  • What are your qualifications? What is your education background? DUE TO COMPLIANCE REGULATIONS I HAVE TO DISCUSS THIS IN PERSON OR OVER THE PHONE.
  • What is your approach to financial planning? DUE TO COMPLIANCE REGULATIONS I HAVE TO DISCUSS THIS IN PERSON OR OVER THE PHONE.
  • What services do you offer? DUE TO COMPLIANCE REGULATIONS I HAVE TO DISCUSS THIS IN PERSON OR OVER THE PHONE.
  • How many clients do you currently manage? DUE TO COMPLIANCE REGULATIONS I HAVE TO DISCUSS THIS IN PERSON OR OVER THE PHONE.
see more

Disclaimer

Michael Duke is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the state of TX. No insurance business may be conducted outside of these states referenced. Neither Duke Financial & Insurance Strategis nor New York Life or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation. Michael Duke is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the state of TX. As such, these services are strictly intended for individuals residing in the states referenced.

Michael R. Duke

Michael R. Duke

As the founder of Duke Financial and Insurance Strategies, Mike Duke is driven by his confidence in his ability to assist his clients in making the financial planning process less complicated. He is passionate about building a firm foundation with his clients and their families. Duke Financial and Insurance Strategies strives to help clients in a capacity that is in their own best interest.

Mike Duke has a Bachelor of Applied Arts and Science from the University of North Texas. In 1999 he began working in the financial services through the banking industry, and in 2009 he transitioned his career to New York Life to help broaden his experience and expertise. Mikes personal ethics demand that he serve with the utmost integrity; he values honor, compassion and understanding. These values combined with sheer determination and quality mentorship has led him to expand into Duke Financial and Insurance Strategies.

Mike Duke is very involved with his family. He volunteers at his church as a member of the Knights of Columbus. He is the father of two daughters and is their biggest fan as they participate in volleyball and gymnastics; he is definitely a front row observer. He cherishes his father-daughter dates and works side-by-side with his wife, Shannan. Together daily, they are making Duke Financial and Insurance Strategies grow and succeed.

My Team

Shannan Duke
Shannan Duke Assistant
Shannan has been working with Mike since 2013. Her background is Childcare and Administration, she uses both of these experiences to help with the day to day service and marketing for Duke Financial & Insurance Strategies. She ensures that daily business operations run smoothly and clients receive the attention they deserve. She is a strong supporter of Mike and Duke Financial & Insurance Strategies. Shannan is originally from Mississippi and has been in North Texas for 24 years, which ...more

Communities Served

Arlington Bedford
Burleson Colleyville
Euless Flower Mound
Fort Worth Grapevine
Keller Mansfield
North Richland Hills Southlake

Social Networks

tweeter facebook linkedin google plus