Advice • Service • Integrity 

CONNECT

Address:

5 S Main St Ste 3
Sugarloaf, PA 18249

Phone:

(570) 708-2400

Fax/Other:

(570) 708-2414

Joseph J. Dougherty, Jr., CFA

Joseph J. Dougherty, Jr., CFA

Financial Consultant

Joseph J. Dougherty Jr. is a lifelong resident of Northeastern Pennsylvania and a graduate of Kings College with a Bachelor’s degree in Economics and Wilkes University with a Master’s degree in Banking and Finance.   He was awarded the designation Chartered Financial Analyst in 1982.   After serving 19 years as an investment officer with a regional bank trust department, Joe spent 10 years as a financial advisor with Morgan Stanley.

Joe and his partner Walter C. Iffert established the Integral Investment Group in 2003.  They are financial consultants offering access to investment products and services such as portfolio management, retirement planning, fixed-income securities, annuities, mutual funds, exchange traded funds (ETFs) and stocks to clients.

For many years Joe had been actively involved in Leadership Hazleton.   Joe is married to the former Mary Theresa Torsella, a teacher in the Hazleton Area School District.  They are the parents of four children and have been involved in many activities including The Fresh Air Fund, Boy Scouts and Girl Scouts.

Phone (570)708-2400
Fax (570) 708-2414