Client Testimonials:

"Our company has utilized Dougherty Financial for well over 8 years. The entire staff is extremely knowledgeable, courteous and efficient. I know that when I call, I will always receive accurate answers to my many questions. I would highly recommend their services to anyone looking for expert tax advice."

Dana Allen
Office Manager
Martinelli Plumbing & Heating, Inc.
Burlington, NJ

"I have utilized Dougherty Financial for the last 5 years and have been extremely satisfied with their customer service and resourcefulness. Their prompt response to my inquiries and requests have been outstanding. I would definitely recommend their services to anyone for consultative advice on income tax, home owner's and car insurance.....I started with only one service but migrated all three under Dougherty Financial soon after."


Sophia Cacciola
Software Specialist
Canon Business Solutions, Inc.
Burlington, NJ

"Dougherty Financial has been an integral part of our practice for years. Whether it be treatment reports or the basic practice management question, Dougherty Financial has always provided a strong support system which allows our office to better serve our patients. In a time when there are many uncertainties within our economy, these consultants have made the "blue-print" for maintaining our practice simple with attainable goals. We look forward to working with them more in the years to come.

~Ben Calem, DMD

"Dougherty Financial has done my insurance and taxes for years. My income tax refund grew substantially upon moving to them as well as my comfort level in knowing the taxes were being done properly and with expert professional back-up. On the insurance side, I like having somebody who is looking out for me and has a genuine interest in what is best for me. When I have questions, they are answered and answered in a knowledgeable way. Dougherty Financial has taken a lot of stress and worry out of two sometimes difficult segments and has made me much more comfortable with my standing in both areas."

Jim Schwarzbach
Regional Manager, North Atlantic
Lamb Weston

"Dougherty Financial has served our tax and insurance needs since the 90s. We’ve put them to the test -- and can recommend them with confidence! They’ve seen us through complexities involved with operating as a non-traditional economic unit, being self employed, buying and selling real estate and rental property, and building a diverse estate platform. To top it off, we’ve lived in three different states/regions and they’ve remained in touch and informed about the tax laws wherever we live."

Monica de Baca MD & Karen Mudd
Bainbridge Island, WA

"I have been using Dougherty Financial for the past two years and I'm more than satisfied with their excellent service. Both for my personal and company needs, I can rely on Jacquey and her competent staff to help me with many financial questions and situations that arise. From tax questions, insurance, payroll, and personal advice, Dougherty Financial Consultants, Inc. is, in my opinion, the best. I know they are there for me at all times and highly recommend their services to anyone who may need financial guidance."

Nancy Sylk
President
Marathon Products
Malvern, PA

"Dougherty Financial has been my personal accounting firm for several years now, and I have always found them ready and able to help at all times. Good advice, good personalized service and friendly people. I would not hesitate to recommend them to anyone."

Caroline Figenshu
Pennsylvania