Bob Dockendorff

Vice President at Claro Advisors, LLC. - Boston, MA, US

Bob Dockendorff's Colleagues at Claro Advisors, LLC.
Jen Street

Chief Operating Officer

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Corey Abrams

Client Services Manager

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Ryan Belanger

Managing Principal and Founder

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James Abbott

Vice President & Financial Advisor

Contact James Abbott

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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Bob Dockendorff's Contact Details
HQ
800-604-2838
Location
Company
Claro Advisors, LLC.
Bob Dockendorff's Company Details
Claro Advisors, LLC. logo, Claro Advisors, LLC. contact details

Claro Advisors, LLC.

Boston, MA, US • 20 - 49 Employees
Financial Services

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.

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
Details about Claro Advisors, LLC.
Frequently Asked Questions about Bob Dockendorff
Bob Dockendorff currently works for Claro Advisors, LLC..
Bob Dockendorff's role at Claro Advisors, LLC. is Vice President.
Bob Dockendorff's email address is ***@claroadvisors.com. To view Bob Dockendorff's full email address, please signup to ConnectPlex.
Bob Dockendorff works in the Investment Management industry.
Bob Dockendorff's colleagues at Claro Advisors, LLC. are Jen Street, Corey Abrams, Ryan Belanger, James Abbott, Paul Litchfield, Jeff Corey, Michael Mullin and others.
Bob Dockendorff's phone number is 800-604-2838
See more information about Bob Dockendorff