Dougherty & Assoc

Dougherty & Assoc

Address: 4030 Smith Rd, Cincinnati

Address: Ohio, 45212, United States

Telephone: +1 513 745 7007

Locate on map : Locate on map

Website: Visit Website

 

 

 


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.

Products
  • Seminars
  • Newsletters
  • Wealth Management
  • Risk Management
  • Calculators
  • Education Planning
  • Charts
  • Resources
  • Retirement Planner
  • Investment Planning
  • Estate Conservation
  • Financial Planner
  • Certified Financial Planner
  • Estate Taxes
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