Description
Dupree Financial Group, founded in 2003 and based in Lexington, KY, offers personalized portfolio management and retirement investment advisory services. Led by founder Tom Dupree with over 44 years of experience, the firm focuses on transparent, research-driven, and long-term financial planning tailored to individual client needs.
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Frequently Asked Questions (FAQs)
Dupree Financial Group is located at 237 E Main St, Lexington, KY 40507.
You can contact Dupree Financial Group by calling +1-8592330400.
Dupree Financial Group is listed under the following categories: Financial advisor, Financial consultant .
Dupree Financial Group provides services in the following areas: Lexington, KY .
Dupree Financial Group offers the following products: 401(k) plans, Roth IRA accounts, Traditional IRA accounts, Individual investment accounts, Joint investment accounts .
Dupree Financial Group provides a range of services, including: 401(k) rollovers, Roth IRA setup and management, Traditional IRA management, Individual and joint investment accounts, Portfolio review and optimization, Retirement investment planning .
Dupree Financial Group specializes in: Retirement income planning, Cash flow focused investments, Long-term portfolio management, Transparent investment strategies, In-depth investment research .
Dupree Financial Group was established in 2003.
The languages spoken at Dupree Financial Group include: English .
Dupree Financial Group accepts the following payment options: Cash, Visa, MasterCard, American Express, Discover .
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