Dougherty Financial Consultants specializes in offering the financial services to small businesses and individuals who do not have the ability, time or resources to provide these services for themselves. We offer the small business maximum flexibility as well as the highest professional service in a one-stop shopping type of environment for financial needs. We offer a full array of insurance, accounting, tax and financial services to keep our clients’ businesses running in a competitive market or to keep their personal financial profile from interfering in their leisure time. Dougherty Financial has over 30 years experience in accounting, tax, insurance and financial planning services and has significant “Big Eight” accounting experience, thus providing our clients with a wealth of financial knowledge.

 

Although Personal Service is a term that many companies banter about, it is the commitment of Dougherty Financial. We forward our phones in the evening to personal phones to ensure our clients have a human with whom to speak at their convenience. We also adapt our processes and procedures to our clients’ needs to be able to offer our services in the way, in the timing and the depth that they need or desire. We judge our success by whether our clients turn to us first, whenever they have a financial question or concern.

 

Our companion firm, The Dougherty Law Offices (www.doughertylawoffices.com) provides business advice and  legal services to start-up and small to medium sized business and individuals with legal needs.  To insure the client’s needs are fully protected, we work hand-in-hand to ensure that a client’s financial services and goals  are perfectly in synch with their legal goals and objectives.

Leader of Girl Scout Troop #26278, Indian Mills Region of the Girl Scouts of the South Jersey Pines, Treasurer of Medford United Methodist Church.

Career to date of Jacquelyn K. Dougherty:

In August 1999, Jacquey Dougherty opened the doors of Dougherty Financial Consultants, Inc.  She began with an insurance agency of primarily homeowners’ business and has expanded it to be an agency which can meet the needs of individual and small business clients with insurance not only for homeowners, but all personal lines and small business commercial property and casualty, health insurance, life and disability insurance and long-term care insurance.  She has focused the expansion of her business on meeting the needs of customers rather than around the expansion of products and services.

Prior to opening Dougherty Financial, Jacquey was the Executive Director for Strategic Planning for Bell Atlantic Corporation (now Verizon).  In that position, Jacquey was a major influence in the direction of the corporation’s senior officers’ Annual Planning Meetings from 1994 through 1998.  She was instrumental in the creation of a small business strategy for the corporation with highly successful results.  Jacquey was involved in many of the acquisitions made by Bell Atlantic in the years 1987 through 1998 including New Zealand Telecom and NYNEX.  She started her career with Bell Atlantic as a Tax Specialist where she created an interactive financial model to assess the impacts of various tax legislation proposals under the Reagan administration to the Bell Atlantic business.  She then adapted that model to assess the impact of acquisitions, dispositions and other business development proposals.

Jacquey began her career with Deloitte Haskins and Sells (now Deloitte & Touche) in Philadelphia as a staff accountant in the audit department.  She quickly moved to the tax department of the firm and achieved major tax savings with research and development credits for a medium-sized publicly traded manufacturing client and with rehabilitation credits for a privately-held corporate client.

Jacquey received her B.A. in Economics from Washington and Jefferson College in Washington, PA in May 1977 and her M.B.A. from the University of Pittsburgh in August 1978.  She has been a licensed Certified Public Accountant since August 1979.