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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
Dupree has always been there for me! I always feel that I can contact them with any question no matter how small. Mike and Margaret have so much patience with me! I feel Dupree has done a great job managing my money and explaining things to me as needed! I feel that Dupree financial is completely trustworthy! Also, A real person always answers the phone!
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 closed now. It will open tomorrow at 8:00 a.m.