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Dougherty & Associates

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Dougherty & Associates focuses on wealth management. We help prepare for critical life events such as retirement, loss of a loved one, and significant wealth/business transfer. Grounding our recommendations and investment strategies in the complete understanding of our clients' objectives and, most importantly, values, can only be achieved using a thorough, sophisticated planning process. This is a lifetime process that informs and transforms the investment decisions we make over the years.


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Company NameDougherty & Associates
Operating since2007
Registered inUSA
OwnershipSole Proprietorship
No. of Employees> 1000
Scale of OperationTiny       - Tiny/ Cottage/ Home based business
ExporterNo
ImporterNo
Products/ ServicesCertified Financial Planner, Estate Taxes, Wealth Management, Retirement Planner, Education Planning
Contact PersonCharlotte Dougherty, Owner
Address8044 Montgomery Rd. Suite 450
CityCincinnati
StateOhio
CountryUSA
Telephone1 513 7457007
Alternate Phone
Mobile
Fax5137459708

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Created on: 23-09-2017, Last updated on: 23-09-2017