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.
I cannot rate and recommend Dupree Financial Group high enough. They are professional and have managed retirement funds superbly.
BP
Bob Peterson
Sep 6, 2024
5.0
I have had money invested with Dupree for about 20 years. I am extremely pleased with how they have handled my investments and also with how they have worked with me. My financial assets are "complicated" as they are of numerous types. Mike Johnson has been wonderful to work with as he helps me keep in mind my global picture and helps me make the best decisions. Moving my money to Dupree has been one of my best financial decisions.
MG
Marty Grimes
Aug 14, 2024
5.0
I’ve worked with Mike Johnson & Mr Tom Dupree for over 12 years. We’ve developed a plan together that not only allow me to sleep at night, but more importantly allows my wife to do the same. I’m especially impressed with their INCOME strategy & especially the groups attention to research.
Their customer service as earned my deepest appreciation & respect in these challenging & difficult markets.
MP
MLS Powersports
Jan 13, 2020
5.0
You likely shouldn't choose an investment adviser via google review, but just in case... These folks are fantastic. We have been with them for around 10 years now and have learned that not only are they great at what they do, they are honest, compassionate people who do what they say they will do. You cannot go wrong here.
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.