Business claimed
Last updated: Over a year ago
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Financial Planning
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About Dougherty & Associates
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 recommend Go to full description...
Contact information
513-745-9708
M-F 9am-4pm, Sa-Su Closed
Additional business details
Email address:
info@dougherty-associates.com
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.