This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
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 |
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!
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
Investment Advisory Professionals, LLC has a 5 star rating with 9 reviews.
Investment Advisory Professionals, LLC is open now. It will close at 6:00 p.m.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com