Also known as: DoughertyAssoc
With years of financial service experience, we strive to turn clients goals into reality through careful planning and prudent wealth management. Dougherty Associates' financial advisors specialize in building financial security for individuals, professionals and businesses. The foundation of our work with clients is established through our customized financial planning process. Each area reveals the most appropriate tax reduction strategies, estate design, wealth management, risk management and investment planning solutions. Our goal is to deliver enriching solutions for the growth, protection and distribution of wealth while guiding you through life transitions. We take our role as trusted financial advisor seriously. We have been listed as Cincinnati Magazine Star Wealth Manager and as a Paladin Registry Star Advisor, as well as being FADD Certified. We have also been listed in Who's Who in Finance and Industry, Who's Who in America and Who's Who of American Women. In my spare time I enjoy golfing, reading and traveling. We cannot accept LinkedIn mail due to regulations affecting advisors. Please email [email protected]. With your permission, I will add you to my mailing list and reply to your requests for information. Charlotte Dougherty, CFP is a registered representative of Lincoln Financial Advisors Corp., a brokerdealer (member SIPC) and registered investment advisor. CRN-. Specialties Investment advice Wealth management Estate preservation and transfer Retirement, life transition, affluent family wealth, and concentrated stock risk reduction planning. Tax reduction, risk and protection, and "soon to be retiring" strategies. PG retirement distribution planning- NUA strategy Dougherty Associates is a resource of choice for successful individuals, families and business owners.
Also known as: alotta707
Charlotte Dougherty lives in Vallejo, California.
West Milford, NJ | Seattle, WA
Charlotte Dougherty lives in West Milford, NJ, but has also spent time in Seattle, WA. Charlotte A Fladmoe, Shannon J Fladmore and Gary G Fladmoe are some of Charlotte relatives.
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What is Charlotte Dougherty's address?
Charlotte Dougherty's address is ***** Buttercup Rd, Macungie, PA.
What is Charlotte Dougherty's age?
Charlotte Dougherty's age is 70.
What is Charlotte Dougherty's phone number?
Charlotte Dougherty's phone number is (610) 398-****.
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