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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 |
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.
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
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
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%.
Investment Advisory Professionals, LLC has a 5 star rating with 4 reviews.
Investment Advisory Professionals, LLC is closed now. It will open at 9:00 a.m.
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