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Investment Advisory Professionals, LLC
- Investing
- Boca Raton, FL
About this business
Location details
400 S Dixie Hwy #322, Ste 322, Boca Raton, FL, 33432, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Alexandra becoming my financial advisor has been a game changer. I came in feeling kind of clueless about investing and retirement, and she never once made me feel silly for asking basic questions. She broke everything down in a way that made sense and helped me build a plan I actually felt good about. What I love most is she's not a "set it and forget it" kind of advisor. Every time my life has shifted, whether it's a job change or some random curveball, she's right there helping me figure out how it fits the bigger picture... read more
I would like to highly recommend Alexandra Demosthenes from Boca Wealth Advisors. I have been using her for over a year now. Alex was referred to me by two other people using her as well. Alex has helped me with the retirement process. She made the whole process go so smoothly, explaining step by step what would be happening. Any questions or concerns she was always there to answer them in a timely manner. I would definitely recommend her for financial matters.
I recently became a Boca Wealth client after retiring and I was looking for a CFP to help me manage my retirement funds, after meeting with a couple of other financial planners I knew Alexandra and Boca Wealth was who I wanted to manage my financial affairs. I met with Alexandra and she answered all my questions and explained things clearly and if there was something I did not quite understand she didn't hesitate to explain it again. I've been extremely happy with my choice of Boca Wealth and I look forward to being a client... read more
Amazing guidance tailored to my unique situation, and feel confident I am getting the best advice in planning for short and long term goals. Learned so much as well.
Alex has worked with our family for many years, providing very quick turnaround on complex issues. She’s a true professional and always willing to talk through all the angles. Highly recommend!
Frequently asked questions about Investment Advisory Professionals, LLC
How is Investment Advisory Professionals, LLC rated?
Investment Advisory Professionals, LLC has a 5 star rating with 10 reviews.
When is Investment Advisory Professionals, LLC open?
Investment Advisory Professionals, LLC is closed now. It will open at 9:00 a.m.
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