Alvini & Associates, P.A.

Terrible experience, choose another team. I trusted the team with my financial future planning... it was fine for years but recently service had gone down the drain. I was switched to another management company without notice or even a call after being a client for several years and referring businesses. Upon asking for history of my account I was told " we do not have any records from your account from the last five years of being a client, call LPL." Once they left a HUGE investment untouched and uninvested for over 10 months then tried to charge me a management fee. I called and asked for smile to return my call, he would not., and still has not. Very scary to have people move your money and be the last to know and then ignored when you ask for help and clarification.
Feb 17th, 2024

Alexandria is professional, knowledgeable and truly cares for her clients. She believes in forming a long term relationship with her clients, rather than earning transactional business. Highly recommend.
Mar 18th, 2023

Jul 2nd, 2020

Alvini and Associates care about your money as if it were theirs plus go above and beyond to make sure you are complete satisfied!
Mar 4th, 2019

I've been working with Matthew Bowe and Alvini and Associates since 2016 and my experience has been outstanding. Matt has grown with me as I have changed career paths, moved to different states, and started my own business. From designing a get-out-of-debt plan for me in 2016, to helping me seamlessly filing my personal and business taxes every year, I am very thankful for the care, knowledge and attention Matt and his team provide.
Sep 12th, 2018