Broker Check

Who We Work With

At ProActive401k, we work with a select number of elite individuals who qualify for our bespoke services. Rather than try to be the right advisor for the masses, we focus on being the perfect, attentive professional for the right people. Narrowing our efforts on a limited number of clientele means we can provide the high-level service they not only expect, but deserve.

Located in the beautiful city of Boca Raton, Florida, the clients we serve reside in and around the South Florida area.

Please see below for the list of companies we work with. Self-directed accounts are available in some of the country’s largest plans: