860 Norwich-New London Turnpike,
In looking to safeguard the interest of our clients, in both up and down markets, one thing is absolutely clear: each person's situation is different. Accordingly, our approach will be to pursue an in-depth understanding of your situation, your goals, and the personal values you hold.
During our combined 60 years in the financial industry, this straightforward yet intimate approach has helped us guide our clients toward their goals and produced many rewarding relationships along the way.
The financial marketplace today is more complex than ever before. Add to this the countless resources that claim to provide simple solutions to your problems and you have compounded an already confusing situation.
Our experience has taught us that there are no easy ways to take the fear and confusion out of questions such as:
Questions like these can be answered only through a process that reveals the best possible solution from the many available options.
Technology has brought the financial marketplace to your computer. But along with the many products it provides, it gives only impersonal service, if any service at all. At Doherty Financial, our goal is to utilize the technology for our clients while continuing to provide the personal services that our clients deserve and have come to expect.