Investment Advisory Professionals LLC
Homepage http://www.iapllc.com
LinkedIn Profile https://linkedin.com/company/invest***y-professio***
HQ Location
United States , Florida, Boca Raton400 S Dixie Hwy Suite 322 Boca Raton, FL 33432 United States
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
Asset Management, Investment Management and Portfolio Development
The Asset Management & Investment Management industry is involved in the management of financial assets such as stocks, bonds, commodities and real estate . Companies in this field specialize in providing advice on portfolio construction as well as providing financial analysis for investments .
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