James Abbott

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

James Abbott's Colleagues at Claro Advisors, LLC.
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

Contact Will McDonough

Paul Hurney

Client Services Manager

Contact Paul Hurney

Michael CFA

Chief Market Strategist

Contact Michael CFA

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James Abbott's Contact Details
HQ
800-604-2838
Location
Boston, Massachusetts, United States
Company
Claro Advisors, LLC.
James Abbott'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 James Abbott
James Abbott currently works for Claro Advisors, LLC..
James Abbott's role at Claro Advisors, LLC. is Vice President & Financial Advisor.
James Abbott's email address is ***@claroadvisors.com. To view James Abbott's full email address, please signup to ConnectPlex.
James Abbott works in the Financial Services industry.
James Abbott's colleagues at Claro Advisors, LLC. are Paul Litchfield, Jeff Corey, Michael Mullin, Will McDonough, Paul Hurney, Michael CFA, Mike CRPC and others.
James Abbott's phone number is 800-604-2838
See more information about James Abbott