Business Details
About
Financial PlanningFinancial Consultant
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Boca Raton, FL area, Preston Dougherty will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Preston Dougherty - Financial Advisor, Ameriprise Financial Services, LLC
2700 N Military Trl, Boca Raton, FL
33431, United States
Hours
Frequently Asked Questions About Preston Dougherty - Financial Advisor, Ameriprise Financial Services, LLC
What services does Preston Dougherty offer as a financial advisor?
Preston Dougherty offers services including wealth preservation, tax planning, business retirement plans, executive compensation strategies, cash flow management, investment management, estate planning, retirement planning, intergenerational planning, and charitable giving.
Where is Preston Dougherty - Financial Advisor located?
The office is located at 2700 N Military Trl, Ste 390, Boca Raton, FL 33431, USA.
What are the office hours for Preston Dougherty's financial advisory services?
The office is open Monday through Friday from 8:00 AM to 6:00 PM, and on Saturday from 8:00 AM to 1:00 PM. It is closed on Sundays.
Is the Preston Dougherty office accessible for people with disabilities?
Yes, the office has wheelchair accessible entrances, seating, and restrooms.
Can I book an appointment online with Preston Dougherty?
Yes, online appointments are available and can be booked through the website.
How can I contact Preston Dougherty's office?
You can contact the office by phone at +1 561-515-2971 or by email at prestondougherty@ampf.com.
What is the website for Preston Dougherty - Financial Advisor?
The website is https://www.ameripriseadvisors.com/preston.dougherty/
What nearby financial advisory services are close to Preston Dougherty's office?
Nearby financial advisors include Steven R Adelson - Private Wealth Advisor, Sheri Granaroli - Financial Advisor, Guy Regalado, Seth Bassoff - Financial Advisor, Michael W Kane - Financial Advisor, and Kristen Hernandez - Financial Advisor, all offering similar financial services in the area.
Are there any legal services near Preston Dougherty's office?
Yes, nearby legal service providers include Shendell & Pollock, Mark B Goldstein Pa, Glotzer and Kobren, Crystal Settlement Service, and Baker & Zimmerman, P.A.
What other types of businesses are near Preston Dougherty's office that might be useful to clients?
Nearby businesses include insurance agencies like iCan Benefit Group, mortgage lenders such as Paramount Residential Mortgage Group Inc., IT support services like GTG Networks, and charity organizations like Cross Catholic Outreach, which clients might find useful when visiting the area.