Lee, Dougherty & Ferrara was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most comprehensive and personalized service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to deliver financial stability and security in order to create financial independence.
Our staff consists of experienced professionals with a straightforward approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you make your dreams a reality. We offer clients the professional guidance to grow, protect, and transfer their wealth. We work with you to create a comprehensive plan for your immediate and long-term needs. We are confident that our services will prove not only to be exceptional, but insightful and will contribute to developing a long term and extremely successful relationship in the future. We are committed to helping individuals and families pursue their goals.
Our company is based on the principle that education and understanding of your current financial situation is vital to making prudent decisions for your financial future. Getting to know our clients’ financial needs, ultimate objectives, time frames and tolerance for risk is the basis upon which we determine the strategies, services and products that are right for them.