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Investment Advisory Professionals, LLC

5.0

About this business

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
5.06 reviews
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Mark Eskenazi's profile image
Mark Eskenazi 
a week ago

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! 

Gina Greenwald's profile image
Gina Greenwald 
3 months ago

We have worked with Alexandra Demosthenes over the course of the past several years, both personally and with my husband's business. Besides being knowledgeable in all aspects of financial matters, she is quick to respond to phone calls and emails and takes her time providing us with answers and guidance, whether its planning for college or helping manage funds in a family member's estate. I even have other extended family members who have enlisted Ms. Demosthenes to manage their investments. Definitely recommend Boca Wealth... read more

Kim Calvi's profile image
Kim Calvi 
6 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 
6 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 
8 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

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 6 reviews. 

When is Investment Advisory Professionals, LLC open?

Investment Advisory Professionals, LLC is closed now. It will open tomorrow at 9:00 a.m. 

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