Services Offered
Personalized Financial Planning
Tailored financial plans based on your current needs, priorities, and long-term goals, with clear recommendations and action steps.
Investment Portfolio Management
Expert guidance on building and managing investment portfolios, including options that align with your moral values and risk tolerance.
Insurance Strategy and Analysis
Comprehensive analysis of life insurance and other coverage options to protect your family and assets with the best rates.
Budget and Cash Flow Optimization
Detailed assessment and improvement of monthly budgets to enhance financial stability and decision-making.
Retirement and Future Planning
Strategic planning for retirement and long-term financial security, ensuring peace of mind for your future.
Reviews
5(5 reviews)
Rating Distribution
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Claire Lyons
via Google
7 months ago
I highly recommend Dominic to anyone seeking a financial advisor. His attention to detail and our specific wants and needs leads him to advise in a thoughtful and clear manner, helping us achieve more financial stability! Within our first 3 meetings, we had more clarity on how to improve our monthly budget and our decisions in long term investment.
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Gabriela Cisneros-Hamadnehvia Google
9 months ago
As first-time clients seeking financial advice, we had a great experience working with Dominic Dougherty. Over the course of three meetings, he demonstrated strong attention to detail and took the time to ask thoughtful questions, and simplified financial concepts for us. Dominic ensuring the financial plan was tailored to our current needs and priorities. He also provided a clear list of recommendations and action steps, which made it easy for us to understand and move forward with confidence. We appreciated his personalized approach and clear communication throughout the process. Highly recommended.
J
Joseph Athasvia Google
over 1 year ago
Dominic provides excellent service, and I highly recommend him for financial advice. He was able to pin-point the exact financial goals that I am aiming for during our conversations. The follow-ups and explanations are always done skillfully and patiently, and it allows Mr. Dougherty to show his extensive knowledge of his field.
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Madeleine Loweryvia Google
over 1 year ago
Dominic Dougherty has been my financial advisor for about a year and I can't recommend him enough. Not only is he knowledgable about investing, but he's thorough in assessing my financial situation and suggesting options. His manner in working with me is incredibly thoughtful, respectful and personal. He takes his time to explain things and never makes me feel like he is rushed. In creating an investment portfolio for me, he has been mindful of my desire to coordinate my investments with my moral values, and has looked for appropriate companies. He is also very good with communication, in making appointments, sending reminders, and following through with anything we discussed. I feel like I can trust Dominic completely with my money concerns. I am a widow, and my mind is at ease that my financial future is in the good and capable hands of someone who cares.
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Valerie Galbraithvia Google
over 1 year ago
Dominic was great to work with and helped to make sure we had the necessary coverage for ourselves and our assets. In particular, he helped us look at different life insurance options for my husband and compare different rates to choose the best option for our family at this time. I would recommend working with him.
