Owner: Charlotte A. Dougherty, CFP®
Address: 4030 Smith Rd, Cincinnati, OH, 45209
Phone No:(513) 745-7007
Payment :Cash, Check, Visa, Master Card, American Express
Hours:Monday through Friday 9 am to 4 pm
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.