Dougherty Investment Advisors - Spring Hill, Florida

Overview of Dougherty Investment Advisors

Dougherty Investment Advisors, located at 4048 Deltona Blvd, Spring Hill, FL 34606, United States, stands out as a reputable financial planning firm. Their contact details include a straightforward phone number, 352-238-6411, providing potential clients an easy route to reach out. For those seeking comprehensive financial advice, doughertyinvestments.com serves as the digital gateway to their services. The firm specializes in offering expert financial planning, ensuring clients' financial futures are navigated with confidence and precision.

Facilities and Accessibility

Dougherty Investment Advisors prides itself on its accessibility. Their location boasts wheelchair-accessible car park, wheelchair-accessible entrance, and a fully equipped wheelchair-accessible toilet. This commitment to inclusivity ensures that everyone, regardless of physical ability, can access their services comfortably. For any appointment, it's recommended to book in advance to guarantee a smooth experience.

Key Features and Specialties

• Financial Planning: As a financial planner, Dougherty Investment Advisors offers tailored advice to help clients achieve their financial goals.
• Tax Consulting: With years of experience, they handle tax filings efficiently and effectively, a service highly valued by their long-term client, Lori Grier, who has utilized their services for 25 years.
• Accessibility and Service: The office is designed with accessibility in mind, and the staff is noted for their pleasant demeanor and availability, enhancing the client experience.

Customer Opinions and Ratings

Dougherty Investment Advisors has garnered a remarkable reputation, reflected in their average opinion of 5/5 based on 22 reviews on Google My Business. Clients consistently praise the pleasant experience, especially noting the confidence instilled in their financial decisions by the firm's experts like John Dougherty. The recommendation to consult them is unanimous, driven by their ability to explain complex financial matters in an understandable manner.

Recommendation

For anyone seeking expert financial guidance or simply looking to streamline their tax filing process, Dougherty Investment Advisors is a top choice. Their combination of specialized financial planning, accessibility, and outstanding customer service makes them stand out. Don't hesitate to reach out to them through their website doughertyinvestments.com to schedule an appointment or learn more about their services. Experience the peace of mind that comes with trusted financial advice tailored just for you.

This comprehensive overview captures the essence of Dougherty Investment Advisors, highlighting their key features, customer satisfaction, and the ease of accessing their services. With such a positive reputation and a commitment to inclusivity and excellence, potential clients are encouraged to explore their offerings further.

👍 Reviews of Dougherty Investment Advisors

Lori G.

5/5

Saw John for my tax filing this year an as always like for the past 30 years it went well an was a plesant experience. I feel confident in John"s skills n knowledge. John n his whole office r pleasant to deal with. I highly recommend them. Thank you.
Sincerely,
Lori Grier

Mary P.

5/5

Been going to John Dougherty for 25 years now seeking tax consulting personally, professionally, and for investments. He has consistently made the business of filing taxes easy to understand. Also has been friendly and available throughout the year when questions arise. Thanks John!
Sincerely,
Sam & Mary Petricone

Lya C.

5/5

We have been clients of John and his team for about 20 years. We believe he has struck the perfect balance of professionalism, care and humor. He has always been responsive to our needs and worthy of our trust.
Joe & Lya Christie

Michael S.

5/5

My wife and I, have been dealing with John, Sean, and Nicholette for several years. They have always shown that the clients best interest as the primary driver in handling our investments. It is a pleasure to discuss strategies and just meeting with them.

Don K.

5/5

I have been using Dougherty and Associates for 7 years and love the services, availability and choices on stock selections. Their financial advice has always been sound and correct. I've referred several of my friends to him and they too are very happy.

Richard J.

5/5

John and his associates make my taxes very easy and they never fail to do an amazing job every time. They are awesome and I would not go anywhere else. 😎

Gary S.

5/5

Amazing company managed with very smart well educated professional individuals with over thirty years experience with integrity

Faye H.

5/5

EXCELLENT SERVICE. FRIENDLY STAFF. JOHN IS EFFICIENT AND THOROUGH