Claro Advisors, LLC.

Financial Services - Boston, MA, US

Claro Advisors, LLC. Employees
Patrick McNamara

Senior Vice President, Certified Financial Planner TM

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Corey Abrams

Client Services Manager

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Paul Litchfield

Senior Vice President | Five Star Wealth Manager | Financial Advisor | Top 100 in Finance

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Jeff Corey

Senior Vice President

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Will McDonough

Vice President of The High Net Worth Team

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Claro Advisors, LLC. Details

Claro Advisors, LLC. ("Claro") is an independent, fee-only, Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in Boston, Massachusetts. Claro has a diverse team of 13 financial advisors and 3 dedicated support staff members who work together to manage over $650 million in client assets. As a younger generation of financial advisors, (the average Claro Advisor is about 40 years old), Claro provides a fresh perspective and unique approach that embraces goals-based planning with modern technology, allowing us to be more efficient so that we have more time to focus on our clients. The name "Claro" was inspired by the latin translation "to make clear in the mind". We work with clients to implement and monitor the strategies needed to simplify the management, preservation and growth of wealth.Please visit our website for important disclosures and to learn more about who we are and what we do.

Claro Advisors, LLC. logo, Claro Advisors, LLC. contact details
Employees: 20 - 49
HQ: 800-604-2838
Location: Boston, MA, US
Revenue: 20 - 50 Million
Investment Management Financial Planning Retirement Planning Insurance and Estate Planning Divorce Planning Education Planning Complete Wealth Management Social Security Planning Corporate Retirement Plans 401ks and 403bs Donor Advised Funds Financial Services Financial Advisory Services
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