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Investment Advisory Professionals, LLC

5.0

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Location details

400 S Dixie Hwy #322, Ste 322, Boca Raton, FL, 33432, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
5.04 reviews
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Kim Calvi's profile image
Kim Calvi 
2 months ago

My experience with Alexandra at Boca Wealth Advisors has been amazing. She prioritizes my financial well-being and takes the time to answer any questions I might have. She provides tailored advice, rather than the one-size-fits-all approach I have dealt with in the past. I truly feel my investments are in the best hands with Boca Wealth Advisors. 

Seth Fisher's profile image
Seth Fisher 
2 months ago

Working with Alex has been an incredible experience. She has been managing my portfolio of investments for 10+ years. She consistently goes above and beyond in managing my investment portfolio, providing smart, personalized guidance that has put me in a stronger financial position. Her advice on 401(k) allocations has been strategic and easy to follow, and she’s been invaluable in helping me navigate complex decisions around stock exercises from work. On top of that, Alex proactively provides thoughtful tax planning insights... read more

Michael Newman's profile image
Michael Newman 
4 months ago

I started working with Alex back in 2019 and I’m really glad i did! Alex not only helps me manage my retirement account but has helped me learn about my finances in general. I would highly recommend working with either Alex or Art. I have only had positive experiences personally, and many times they’ve helped me make important financial decisions that have come up in life. Lastly, i wanted to say that both Alex and Art are very trustworthy people, very personable, responsible, and knowledgeable when it comes to investment so... read more

Karen Fisher's profile image
Karen Fisher 
5 months ago

I've been a client of Alex for over four years now. During this time, I've never had to question where I am with my retirement goals. Alex always answers my questions in a timely fashion and never rushes her meetings with me. She loves what she does and it shows. Knowing she is overseeing my investments allows me to relax ... I am in good hands! I speak highly of her to my friends and family and trust her 100%. 

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 4 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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