Dupré Financial Group
100 NE Interstate 410 Loop, San Antonio, TX 78216, USA
(4)
100 NE Interstate 410 Loop, San Antonio, TX 78216, USA
(4)
We are a full service boutique investment firm. We look at all aspect of our clients financial lives to see where we can assist. Account minimum $1,000,000.
4 customer reviews
Jeff Kavy
I’m a retired attorney with more than 30 years of experience as an active investor. Upon my retirement, I decided to trust Eric with the majority of my financial assets.
Dupré financial has delivered exactly what I most admire in any professional. They consistently under promise and over perform.
And what’s more Eric, Belle and the entire team deliver a level of individual attention and dedicated personal service that I had thought were lost in this high tech and data driven world.
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Reply from Dupré Financial Group
Thank you for such a kind review, Jeff. We pride ourselves on white glove client service. We look forward to a prosperous relationship for many years to come.
Michael Kelley
Easy, efficient and friendly.
Always professional and always timely. A pleasure to work with. Quick response. Smart and intelligent.
I’ll look forward to continue professional relationship with the firm.
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Reply from Dupré Financial Group
Thank you, Michael! We have enjoyed working with you all these years!
Julian Hernandez
I enjoy working with the team at the Dupré Financial Group. They treat me like family. I feel that my advisor and his operations team have my best intertest at heart. The product selections are spot on, the paperwork is made easy by his staff, and I always am greeted by name and made to feel right at home anytime I stop in. More...
SD
Eric is a talented advisory with deep, extensive knowledge about financial markets and a finger on the pulse of growth trends. Thanks to him, my future is looking very bright! More...
Reply from Dupré Financial Group
Thank you for those kind words, SD!
What do you love most about your job?
Helping clients achieve their financial goals and dreams! Accomplishing what we set out to do together from day one.
What inspired you to start your own business?
My father was a financial advisor for 44 years. He convinced me to enter the business when I was just 24 years old. I learned a lot under him and still employ much of what he taught me in my daily practice. I was fortunate to work with him for over 20 years. As the industry has changed over the years, I was inspired to begin my own practice to offer clients a more holistic approach to their financial planning and investing needs. My clients are my partners. We share in each others' success!
Why should our clients choose you?
Our Approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you’ll by fully comfortable on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and professional, efficient service.
Areas of focus
We offer a wide range of advice and investment support to meet your needs, including:
Point-in-time investment recommendations to address your short- and long-term goals.
Ongoing investment advice developing a broader strategy to address your long-term goals.
Advanced investment advice and management using sophisticated strategies to help you meet your complex planning needs.
Costs vary depending on investment advice level and investments you select. You’ll know up front exactly what you will receive for fees paid.
