Business Details
About
Financial Consultant
Dupree Financial Group will manage your portfolio for you. You will get a fully customized experience, adapted to your particular needs. Tom Dupree, our seasoned founder and leader, offers skilled guidance to our team.
Location
Hours
Reviews
5.0
24 reviews
5 stars
24
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1 star0
- WPWalter PeavlerSep 12, 20245.0I’ve been a client of Dupree Financial Group for close to 10 years now having transferred my accounts from a firm that simply treated my investments the same as all their other holdings and provided no individualized advise whatsoever. Regardless of the size of your accounts, Tom and his team will provide as much education and guidance as necessary and the client customer service experience and honest approach is top notch.
- BBBillAug 9, 20245.0After retiring, I moved my 401k to a local credit union hoping to recover what I had lost under the current administration in Washington. After 2-1/2 years, that broker barely communicated beyond a quarterly market summation. Becoming disgusted, I moved my accounts to Dupree. I had caught their radio show a few times and it piqued my interest. Subsequently, I moved my accounts to them. Since March of this year, I have seen sustained growth, regular investment activity, and responsive communication. I feel like I have financial security that works for me. In fact, I felt so good about the move, that I guided my 83 year old mother to them this year as well. In crazy financial times, it pays to have someone standing on your side. To me, Dupree checks all the boxes. Highly recommend!
- LBLeonard BrickenAug 9, 20245.0Very pleased with the progress made in my current accounts. All information readily available at all times.
- JRJim RobertsonAug 9, 20245.0Dupree has managed my retirement account for 11 years. There have been large swings in the market, including Covid. I was never in doubt that my planned withdrawal would be deposited to my bank account each month. My net asset value has always returned after down markets and increased in up markets.
Frequently Asked Questions About Dupree Financial Group
What services does Dupree Financial Group offer?
Dupree Financial Group manages investment portfolios with personalized experiences tailored to individual client needs, led by founder Tom Dupree.
Where is Dupree Financial Group located?
Dupree Financial Group is located at 237 E Main Street, Lexington, KY 40507-1309, United States.
What are the business hours of Dupree Financial Group?
Dupree Financial Group is open Monday to Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Dupree Financial Group?
You can contact Dupree Financial Group by phone at +1 859-233-0400 or via email at cdupree@dupreefinancial.com.
Is Dupree Financial Group active on social media?
Yes, Dupree Financial Group is active on LinkedIn, Facebook, Twitter (@dupreefinancial), and has a YouTube channel.
What type of financial services keywords are associated with Dupree Financial Group?
Key services include retirement planning, personalized investment management, and fee-based registered investment advising in Lexington, KY.
Are there any dining options near Dupree Financial Group?
Yes, nearby dining options include Balagula of Lexington, Applebee's, Natasha's Bistro & Bar, Portofino wine bar, and The Bar Complex dance club.
What fitness facilities are located near Dupree Financial Group?
LiveWELL Training Club, a gym and fitness trainer venue, is located near Dupree Financial Group for your exercise needs.
Can I visit any parks or event spaces nearby Dupree Financial Group?
Yes, Town Branch Commons nearby offers a public plaza and concert venue where you can relax or attend events before or after your visit.
What other professional services are available near Dupree Financial Group?
Nearby professional services include marketing agencies like Wiser Strategies and Marrow, legal services such as Bluegrass Senior Assist, and co-working space Base249.