Dougherty Investment Advisors - Spring Hill (FL)

5 /5 Lori Grier: 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 Hello Lori here again yes i wanted to add about the investment side as well having someone manager your investments for over 20 years should speak volumes in itself I think John does great n his Team is incredible. 5 stars. If you r looking for someone look no further, I think you will be happy.

5 /5 Robert Hamberger: Maggie and I have been clients of Dougherty Investment Advisors for 5 years and we could not be happier with the professionalism, competency and responsiveness of the team. In our past we have had a number of financial advisors and they had always lacked the personal attention and detail that is sometimes needed. We have found a home with the Dougherty team and would highly recommend them for financial advice regarding market conditions, investment or tax considerations.

5 /5 Yael Saadi: John Dougherty, of Dougherty & Associates, LLC, has been the financial advisor and CPA to our family for decades, including my grandparents. This relationship has lasted decades because of not just the quality of his work, and that of his support team, and their professional ethics, but his personal - hands on ability to recognize and address the unique financial situation of each of us, adjusted over.time as ones finances changed. He is also, on a personal level, a very caring person.

5 /5 Jackie Szydlowski: Ive had an excellent experience with Dougherty Investment Advisors. The team is not only knowledgeable and responsive but also genuinely takes the time to understand your financial goals—and helps you achieve them! I highly recommend them to anyone seeking trustworthy, professional financial guidance.

5 /5 nicole mantzke: John and his team at Dougherty Investments are amazing. I’ve been a client since 2003 and I plan to be a forever client. Their customer service and caring of clients is unmatched along with all their knowledge and experience in their financial service offerings. Go see them.