Jeff Corey

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

Jeff Corey's Colleagues at Claro Advisors, LLC.
Michael Mullin

Chief Market Strategist

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Will McDonough

Vice President of The High Net Worth Team

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Paul Hurney

Client Services Manager

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Michael CFA

Chief Market Strategist

Contact Michael CFA

Mike CRPC

Vice President

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James AIFPPC

Vice President & Financial Advisor

Contact James AIFPPC

Reid Howland

Summer Intern

Contact Reid Howland

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Jeff Corey's Contact Details
Email (Verified)
***@claroadvisors.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
800-604-2838
Location
Boston, Massachusetts, United States
Company
Claro Advisors, LLC.
Jeff Corey'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 Jeff Corey
Jeff Corey currently works for Claro Advisors, LLC..
Jeff Corey's role at Claro Advisors, LLC. is Senior Vice President.
Jeff Corey's email address is ***@claroadvisors.com. To view Jeff Corey's full email address, please signup to ConnectPlex.
Jeff Corey works in the Financial Services industry.
Jeff Corey's colleagues at Claro Advisors, LLC. are Michael Mullin, Will McDonough, Paul Hurney, Michael CFA, Mike CRPC, James AIFPPC, Reid Howland and others.
Jeff Corey's phone number is 800-604-2838
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