Financial Services by:
 Dougherty Financial Consultants

With offices in Philadelphia and South Jersey,  the Certified Public Accountants (CPA’s) at Dougherty Financial Consultant’s provide comprehensive accounting, bookkeeping, tax preparation, payroll processing as well as a variety of personal and business insurance products. We are committed to meeting all your financial service needs as an individual and/or business owner. CPA 08088

 

 We are experts in small business accounting, offering innovative solutions to all your small business bookkeeping services, tax accountant, payroll services and business insurance needs. At Dougherty Financial Consultant’s, we take pride in providing the value our clients expect and deserve.

 
Jacquey Dougherty has been a C.P.A. in Pennsylvania since 1978 and in New Jersey since 2009. She is a Licensed Insurance Producer in Pennsylvania and New Jersey since 1999. She is also a Certified Senior Advisor since 2004.

CPA tax preparation and retirement plan for small business. To do bookkeeping by bookkeeper or book keeper. What is bookkeeping? For the estate plan and how do I set up a business?CPA 19145


Philadelphia   215-462-8970                      South Jersey 609-654-7783
1625 Oregon Avenue                                                         37 Breckenridge Drive
Philadelphia, PA 19145                                        Shamong, NJ  08088
 
 
spacer picture
Our Popular Insurance Products
Suited to Your Individual Needs
2013-10-15
Home Owners Insurance

Before deciding on a Homeowners Insurance policy In South Jersey or Philadelphia
Do your homework. It is important that you understand what your policy covers and what it does not. a home owners insurance policy will pay to replace or repair a home and/or its contents if they are lost or damaged by a happening that is previously agreed as covered by the policy provider and the home owner. These events or happenings are called "covered losses". Read your policy carefully  so there are no questions as to what your policy covers and what limits it may contain. Dougherty Financial Consultants work hard to remain informed of the various policies that are available and exactly what they offer to South Jersey and Philadelphia homeowners. When you meet with us you can be assured that we can provide a comprehensive, easy to understand description of the policies that we recommend to meet your insurance needs and that we have done this successfully and repeatedly for many of our clients.



2013-10-04
Auto Insurance

Purchasing the right auto insurance for the individual or commercial drivers needs can seem daunting. Various items need to be considered in order to find the most comprehensive yet affordable coverages to meet your needs as well as state legal requirements. Dougherty Financial Consultants pride ourselves in our extensive knowledge of the many auto insurance products that are available as well as our ability to match these products with a wide variety of individual needs. No one wants to pay more for auto insurance than necessary, but it is equally important to be sure that if the time comes to have to file a claim that the policy adequately covers the needs. Dougherty Financial Consultants will consider all of the factors necessary to make the correct match when determining your coverages and most importantly will make sure you understand them.



2013-10-01
Life Insurance

Whether you are in the market for a term policy, or pure insurance coverage, or one of the many variants of whole life policies available
We at Dougherty Financial Consultants will take the guess work out of buying the right life insurance for you. We will clearly explain the various options at your disposal and advise you as to which policy our expertise has determined is right to suit your life insurance needs. we carefully guide you through the process of finding the right match for your lifestyle assuring that you will neither be over or under insured.



spacer picture
What We Offer

Dougherty Financial Consultants  offers a variety of insurance products,  ideally suited to meet the needs of the individual and the small business owner. We assess the specific needs of your  Philadelphia or South Jersey business as well as the needs of individuals to provide the exact match in insurance services that work for you.

 From Homeowners Insurance, Auto Insurance, Umbrella Insurance Policies, Personal Floater, Workers Compensation Insurance, Long-term Care Insurance , Life Insurance and even Annuities, Dougherty Financial Consultants has what it takes to assist South Jersey and Philadelphia with all of their insurance needs.


 

Those who have workedwith us have experienced firsthand our commitment to total client satisfaction. Much of our business is from repeat clients, and many of them have been a part of our client family since the start. If you have not yet given Dougherty Financial Consultants the opportunity to work with you, we encourage you to call us. We hope you, like many of our clients, will come to rely on us to meet all of your personal and business insurance needs.

 



spacer picture
spacer picture