Patrick McNamara
Senior Vice President, Certified Financial Planner TM at Claro Advisors, LLC. - Boston, MA, US
Patrick McNamara's Colleagues at Claro Advisors, LLC.
Paul Litchfield
Senior Vice President | Five Star Wealth Manager | Financial Advisor | Top 100 in Finance
Patrick McNamara's Contact Details
800-604-2838
Claro Advisors, LLC.
Patrick McNamara's Company 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.