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Dupree Financial Group
Dupree Financial Group: Asesoramiento confiable para la jubilación con experiencia local y personalizada.
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Dupree Financial Group: Asesoramiento confiable para la jubilación con experiencia local y personalizada.
Dupree Financial Group en Lexington, KY ofrece orientación financiera confiable centrada en la jubilación. Apoyada por los asesores de larga trayectoria Tom y Mike Johnson, la firma enfatiza la planificación personalizada, la comunicación clara y un enfoque estable orientado al rendimiento. Los clientes elogian un modelo mutuamente beneficioso, un crecimiento constante y explicaciones accesibles—además de un programa de radio de los sábados por la mañana que trata sobre finanzas y más, que ayuda a que los jubilados se sientan seguros sobre su futuro.
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Estrategias personalizadas para optimizar tus ahorros para la jubilación y garantizar una seguridad financiera a largo plazo.
Gestión experta de carteras de inversión diversas para un crecimiento y rendimiento sostenidos.
Orientación integral sobre escenarios financieros globales y toma de decisiones para activos complejos.
Asistencia para transferir y gestionar cuentas 401(k) para transiciones de jubilación sin contratiempos.
Transmisiones semanales que abarcan finanzas, música y temas de la vida para educar e involucrar a la comunidad.
Calificación general
Mike Robin
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.
Bob Peterson
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.
Alan Moore
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.
Mark Hanks
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 Tom, Michael and the Dupree team here in my native Lexington, KY. I really like their mutually beneficial model
Bill
After retiring, I moved my 401k to a local credit union hoping to recover what I had lost under the current administration in Washington. After 2-1/2 years, that broker barely communicated beyond a quarterly market summation. Becoming disgusted, I moved my accounts to Dupree. I had caught their radio show a few times and it piqued my interest. Subsequently, I moved my accounts to them. Since March of this year, I have seen sustained growth, regular investment activity, and responsive communication. I feel like I have financial security that works for me. In fact, I felt so good about the move, that I guided my 83 year old mother to them this year as well. In crazy financial times, it pays to have someone standing on your side. To me, Dupree checks all the boxes. Highly recommend!
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