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Blue Chip Financial Corp.

Blue Chip Financial Corp. | Financial Advisor in Melville ,NY
Thomas Dougherty

Thomas Dougherty
CLUŽ, LUTCF, ChFC®



"We answer some of life's most important questions - yours. "


Address:
200 Broad Hollow Rd.
Suite 207
Melville, NY 11747

Map it | Directions | Website


(631) 343-5345

20 Years of Experience

  • Firm CRD# 2882
  • Series 65, 6, 63
  • CRD# 1745868

Offers & Pledges

  • I provide a free initial consultation:

Blue Chip Financial Corp offers quality financial services and insurance products, often reserved for the wealthiest investors to individuals, public and private businesses regardless of size or status.


  • HighLights

HIGHLIGHTS


General Information
Firm Start Year: 2001
No.of Employees: 2-4
Name of Broker/Dealer: ING Financial Partners, Inc.
States Licensed in: NY, NJ, NV, CT, VA
Number of Years with Current Firm: 10
I work with the following types of clients: Businesses, Individual Investors, Non-Profit Organizations
 
 

Services
Investment Types: Insurance, Annuities, Mutual Funds, Socially Responsible Investments (SRI)
 

Qualifications & Memberships
Insurance and Annuity Licenses: Disability, Casualty, Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Property
Non-Financial Organization Memberships: American Business Assoc. The Ancient order of the Hiberians, Knights of Columbus, Long Island Entrepreneurs Group and the Business Breakfast Club of Queens and Long Island.
 

Firm Information
Number of Advisors in Office: Up to 10 employees
I work with clients as part of a team: Yes
 

Compliance
Registered Investment Advisor: Yes
Registered Representative: Yes
Investment Advisor Representative: Yes
Compliance Disclosures in Last 5 years: I have a clean record
Criminal Disclosures in Last 5 years: I have a clean record
 

Compensation & Fees
Fee Structure: I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts: $ 50,000
Compensation Methods: Commissions, Flat Fee, Hourly, Based on Assets
 

Articles

Digitize and organize your finances in the new year
Being smarter about money is one of the most common New Year's resolutions, whether it's cutting back on spending, saving more, or making sure to pay bills on time to avoid late fees. Making good on those promises is easier than ever, thanks to the gadgets that are constantly by our sides or in our hands. more

Make your money work for you with pain-free spending cuts
The best way to start evaluating your finances is to compare your monthly income and expenses. This is the scary part, but it's the necessary first step to keeping more of your money in your pocket where it belongs. more

Tips for newlyweds to talk about money
If you haven't yet butted heads with your mate over money, chances are you will one day. No matter how compatible a couple is or how much they adore each other, money and how to manage it can still be a source of conflict - even in the best of marriages. more

Schedule a Free Initial Consultation

  • No obligation to hire
  • primarily to evaluate mutual fit.








Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

Market Watch


 
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