Boca Wealth Advisors - Boca Raton (FL)

5 /5 Michael Newman: 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 solutions. This is something that you can’t really put a price tag on - especially knowing and being able to trust that your retirement savings’ are in good hands.

5 /5 Karen Fisher: Ive been a client of Alex for over four years now. During this time, Ive 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%.