Philadelphia:By Appointment Only
New Jersey:37 Breckenridge Drive,Shamong, NJ 08088
Philadelphia:By Appointment Only
New Jersey:37 Breckenridge Drive,Shamong, NJ 08088

Financial services byDougherty Financial Consultants

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Who We Are?

A Few Words About Us

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 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.

Our Services

Insurance Quotes and Coverages

Tax Planning and Preparation

Payroll and Accounting Services

Retirement/College/Debt Reduction Planning

Senior Advisor

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Our Advantages

You're a small business, we're a small business. Our Accountants understand that your company should run at maximum efficiency. Needless to say, we have everything for that. Our team is able to develop personalized network solutions that will increase productivity and save you time and money. You have one person to contact for your financial infrastructure needs at DFC. We measure our success by the amount of time we save our clients, allowing them to focus on what they do best - making their business a success. We offer only the highest quality service and are always on call waiting to answer your questions.

Hot Topics

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"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."

"I have been using Dougherty Financial for the past ten 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."

"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."

"I have utilized Dougherty Financial for the last 10 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."

"Our company has utilized Dougherty Financial for near 20 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."

Office Location

South JerseyNew Jersey Location
37 Breckenridge Drive,
Shamong, NJ 08088

Offering impeccable service to clients from all over Southeastern Pennsylvania and Southern New Jersey.

Phone: 609-654-7783

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