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 Name | Dougherty & Associates |
Operating since | 2007 |
Registered in | USA |
Ownership | Sole Proprietorship |
No. of Employees | > 1000 |
Scale of Operation | Tiny - Tiny/ Cottage/ Home based business |
Exporter | No |
Importer | No |
Products/ Services | Certified Financial Planner, Estate Taxes, Wealth Management, Retirement Planner, Education Planning |
Contact Person | Charlotte Dougherty, Owner |
Address | 8044 Montgomery Rd. Suite 450 |
City | Cincinnati |
State | Ohio |
Country | USA |
Telephone | 1 513 7457007 |
Alternate Phone | |
Mobile | |
Fax | 5137459708 |
Created on: 23-09-2017, Last updated on: 23-09-2017