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Dougherty & Associates

Dougherty & Associates

Created by CharlotteDougherty on 02/01/2015
Updated on 02/01/2015
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Owner: Charlotte A. Dougherty, CFP®

Address: 4030 Smith Rd, Cincinnati, OH, 45209

Phone No:(513) 745-7007

Fax:(513) 745-9708

Website:http://www.dougherty-associates.com

Email:charlotte@dougherty-associates.com

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.

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