Dougherty Investment Advisors
(7 Reviews)
We are a wealth management firm, with expertise that we believe gives our clients an advantage. We invest our clients' portfolios with the aim of ensuring consistent growth and minimized volatility over time.
Official Website
Highlights
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In Business Since 2021
Services Offered
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Overview
- Financial Planning
- Investment Management
- Tax Planning
- Retirement Planning
- Estate Planning
Sentiment Analysis
I like they are independent and don’t put me in funds with commissions or I don’t understand.
When the time came to sell my home, I needed to invest for my later years as a senior.
I've known of Dougherty and Associates for years and am the point in life that I would not trust anyone else with my investments.
They are great to work with and I especially value the informative and factual e-mails that they send their clients .
During that time he has shown a clear vision based upon our desires and needs.
John knows what he is doing, and my investments have grown substantially since he has been handling my investments and accounts.
He is always available to answer our questions and guide us in the right direction!
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