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Dupree Financial Group
- Financial Services
- Lexington, KY
About this business
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 details
237 E Main Street, Lexington, KY, 40507, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I can describe Dupree Financial with three words that are hard to earn these days: integrity, credibility, and stability. I have been an “official” client of Dupree Financial since I was first able to roll over a portion of my employer sponsored 401K in 2017. But I was a believer in Dupree’s strategy for retirement accounts long before then. As a regular listener to their weekly radio show over the years, I learned that Dupree Financial are independent thinkers…and that was one of the most important things to me. They tho... read more
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.
When I was contemplating retirement, I contacted Dupree Financial for a review of my retirement savings. I had been listening to their weekly radio show for years and felt like they would be the right fit for me. After meeting with Mike Johnson, their strategy made perfect sense for the future of my retirement plans and I have been completely satisfied. Dupree Financial and Mike Johnson have been the best decision for the future of my retirement savings.
Just over a year ago, I sat and met with Tom and Michael and after meeting with other firms and people. I really felt comfortable with Dupree. I moved about a fourth of my 401k after the meeting (5/23) to gauge performance and communication pending my retirement just weeks ago (over a year after we first met). I was satisfied with the performance and management of the initial fund transfer so, after retirement last week 7/26/24, I moved the balance and look forward to a worry free retirement with funds in the good hands of T... read more
I have been with Dupree Financial since retiring in 2018. They are solid advisors and investors. I know the last 4 years have not been easy to navigate with the economy in the shape it is in but this company has done an excellent job helping me with retirement investments. Thanks Tom and Mike and the whole team for your leadership and advice. So glad I invested with you. Also, I love your radio show on Saturday mornings. You cover everything from music to finances and even throw in some bible study and I really enjoy it.
Frequently asked questions about Dupree Financial Group
How is Dupree Financial Group rated?
Dupree Financial Group has a 5 star rating with 24 reviews.
When is Dupree Financial Group open?
Dupree Financial Group is open now. It will close at 5:00 p.m.