Dougherty & Associates
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
8044 Montgomery Rd Ste 450, Cincinnati, ...Phone Number
(513) 745-7007Website
www.dougherty-associates.comRevenue
$7 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Dougherty & Associates
Dougherty, Tedesco & Associates is a Cincinnati-based custom wealth management firm that specializes in financial planning, investment management, and retirement planning. They provide services tailored to individuals and businesses, focusing on critical life events such as retirement, loss of a loved one, and wealth transfer. The firm emphasizes a thorough financial planning process grounded in understanding clients' objectives and values, utilizing technology to enhance their investment strategies. Their goal is to be an objective advocate for clients, ensuring tax efficiency, risk management, and minimized portfolio expenses.Explore more
Dougherty & Associates Org Chart
RA
Administrative Assistant & Client Service Spe...
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Dougherty, Tedesco & Associates is a Cincinnati-based custom wealth management firm that specializes in financial planning, investment management, and retirement planning. They provide services tailored to individuals and businesses, focusing on critical life events such as retirement, loss of a loved one, and wealth transfer. The firm emphasizes a... Read More
