Dougherty & Associates
Financial Consulting Cincinnati
Call Today!
- Landline
- (513) 745-7007
- Fax
- (513) 745-9708
- info@dougherty-associates.com
- doughertyassociates
- Website
- www.dougherty-associates.com
Description
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.
Keywords Certified Financial Planner, Estate Taxes, Wealth Management, Retirement Planner, Education Planning.
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Financial Consulting(513)745-7007 (513)-745-7007 +15137457007
Map 8044 Montgomery Rd.
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