Dupree Financial Group

EST. AUM
$404,368,661

CONTACTS
1

CLIENT ACCOUNTS
1,655

Firm Details

Metro area Louisville
CRD Number 131091
Website dupreefinancial.com
Client types

Overview

Dupree Financial believes in long-term relationships and long-view investments. The recipe for a successful retirement is to start planning early and plan for the long term. That’s how Dupree Financial approaches it. The firm is there to be their client's partner for the rest of their life—they want to get to know their clients better and better, both as they approach retirement and as they live in it. Dupree Financial is not in this for risky, short-term gains, and they hope their clients are not either. They are in this to help their clients manage their money for a lifetime.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Dupree Financial Group

Platform Details

Investment Preferences

Alternative Activity

Address

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