JONATHAN H. DOODA

Services Offered

• Investment management
• Insurance strategies
• Holistic financial planning

About

Jonathan H. Dooda is a financial consultant based in Portsmouth, New Hampshire, affiliated with Oppenheimer. He focuses on aligning clients' unique goals and values with comprehensive investment and insurance strategies. Jonathan employs an in-depth discovery process to understand each client's specific financial situation, time horizon, and risk tolerance. He specializes in serving high net worth individuals, families, corporate executives, and businesses, providing tailored financial planning and investment management solutions.

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