Alexandra Demosthenes

Director of Financial Planning / Sr. Wealth Advisor at Investment Advisory Pros - Boca Raton, FL, US

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Email (Verified)
***@iapllc.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
561-391-4477

Location
Boca Raton, Florida

Company
Investment Advisory Pros

Alexandra Demosthenes's Company Details

Investment Advisory Pros

Boca Raton, FL, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

We are an independent fee-only SEC registered investment advisory firm owned and operated by CPAs.We offer financial planning, wealth management, fee-only financial advice, investment management, tax, estate and retirement planning.Our financial advisors have been helping wealthy families deal with the complexity of their finances for over 25 years. All of our advisors have earned the CPA/PFS designation.We offer management of personal accounts, retirement (company, IRAs), trust (living and testamentary), foundation, and many other types of accounts. We act as a fiduciary in all of our relationships. This means we only act in the best interest of our clients

Financial Planning Wealth management Investment management Tax planning Estate planning Retirement planning Financial advisors Fee-only financial advice Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management

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Frequently Asked Questions about Alexandra Demosthenes

Alexandra Demosthenes currently works for Investment Advisory Pros.

Alexandra Demosthenes's role at Investment Advisory Pros is Director of Financial Planning / Sr. Wealth Advisor.

Alexandra Demosthenes's email address is ***@iapllc.com. To view Alexandra Demosthenes's full email address, please signup to ConnectPlex.

Alexandra Demosthenes works in the Investment Bank/Securities Brokerage industry.

Alexandra Demosthenes's colleagues at Investment Advisory Pros are , Arthur Canter and others.

Alexandra Demosthenes's phone number is 561-391-4477