Certified by Dupree Financial Group • Mar 01, 2026
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
Certified by Dupree Financial Group • Mar 01, 2026
Certified by Dupree Financial Group • Mar 01, 2026
Reviews
5.0
24 reviews
5 stars
24
4 stars0
3 stars0
2 stars0
1 star0
WP
Walter Peavler
Sep 12, 2024
5.0
I’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.
LB
Leonard Bricken
Aug 9, 2024
5.0
Very pleased with the progress made in my current accounts. All information readily available at all times.
JR
Jim Robertson
Aug 9, 2024
5.0
Dupree 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.
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Certified March 01, 2026Yext Knowledge Graph
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