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BOCA RETIREMENT STRATEGIES INC.
BOCA RETIREMENT STRATEGIES INC. is a state-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 1 employee...
Overview
BOCA RETIREMENT STRATEGIES INC. is a state-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
Does Boca Retirement Strategies offer financial planning beyond investment management?
The firm's name and typical RIA scope suggest it provides financial planning services including retirement income planning, tax-efficient strategies, and estate planning, though these are not explicitly confirmed.
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