Claro Advisors - Boston, Massachusetts

Claro Advisors: Una empresa líder en planificación financiera

Con sede en Boston, Massachusetts, Claro Advisors es una empresa de planificación financiera que ofrece servicios de consultoría financiera, servicios de inversión y planificación financiera personalizada. En este artículo, exploraremos las características, ubicación y servicios de esta empresa, así como opiniones de los clientes satisfechos.

Características y servicios

Claro Advisors ofrece una gama de servicios de planificación financiera, incluyendo consultoría financiera, servicios de inversión y planificación financiera personalizada. Los especialistas de la empresa tienen experiencia en la creación de planes de inversión personalizados para sus clientes, utilizando una variedad de instrumentos y estrategias.

La empresa también ofrece servicios de planificación financiera para empresas y organizaciones, incluyendo creación de planes de pensiones, planificación de activos y creación de planes de inversión.

Ubicación y accesibilidad

La sede de Claro Advisors se encuentra en 100 High St Suite 950, Boston, MA 02110, Estados Unidos. La empresa es accesible para personas con discapacidad, con una entrada y estacionamiento accesibles, así como asientos y baños accesibles.

Los clientes también pueden programar citas en línea o contactar a la empresa para una cita personalizada. Es recomendable hacer una cita con anticipación para asegurar la disponibilidad del asesor financiero.

Opciones y servicios adicionales

Claro Advisors ofrece una variedad de opciones y servicios adicionales, incluyendo:

• Apuntamientos en línea
• Servicios en sitio
• Estacionamiento accesible para personas con discapacidad
• Entrada accesible para personas con discapacidad
• Asientos accesibles
• Baños accesibles
• Acogida LGBTQ+
• Necesidad de cita
• Recomendación de citas

Opiniones y calificaciones

Claro Advisors tiene 20 opiniones en Google My Business, con una media de calificación de 5/5. Los clientes han elogiado la atención al detalle, la experiencia y la habilidad del equipo para crear planes de inversión personalizados.

Una opinión destacó la capacidad del asesor financiero para escuchar las necesidades y objetivos de los clientes y crear un plan de inversión que se adapte a sus necesidades individuales. Otro cliente destacó la capacidad de la empresa para proporcionar servicios de inversión a través de una variedad de instrumentos y estrategias.

En resumen, Claro Advisors es una empresa líder en planificación financiera que ofrece servicios de consultoría financiera, servicios de inversión y planificación financiera personalizada. Con su ubicación accesible y servicios adicionales, la empresa es una opción excelente para aquellos que buscan planificar su finanza de manera efectiva.

Información recomendada

Para obtener más información sobre Claro Advisors, visite su sitio web en claroadvisors.com o llame al 800-604-2838. Los clientes pueden programar citas en línea o contactar a la empresa para obtener más información sobre sus servicios.

Palabras clave principales

Planificación financiera, consultoría financiera, servicios de inversión, planificación financiera personalizada, asesoramiento financiero, empresas de planificación financiera, servicios financieros

Palabra clave secundaria

Finanzas personales, finanzas empresariales, planificación de pensiones, creación de planes de inversión, gestión de activos, creación de planes de inversión personalizados

Palabra clave terciaria

Planificación financiera para empresas, finanzas personales, finanzas empresariales, planificación de pensiones, creación de planes de inversión, gestión de activos, creación de planes de inversión personalizados

👍 Reviews of Claro Advisors

Michael H.

5/5

I have been very impressed with Claro Advisors and Patrick McNamara in particular. Patrick took a lot of time at the beginning listening to us and what our goals were and where we wanted to go and put together a solid plan to help us reach that point. He stays up-to-date and has access to many of the newest investment products and recommends them accordingly. He also takes the time to explain the rationale and the strategy behind his recommendations. In summary, we have been very happy with Patrick's expertise and guidance.

Jessica C.

5/5

I’ve been working with Patrick McNamara at Claro Advisors for over a year now and he has been fantastic. In our first meeting together he actively listened to my goals and concerns — and since then has continuously provided helpful guidance, management, and advice that is transparent and specific to my planning needs. He has a very personal approach with deep expertise and I’m grateful to be working with him!

Jason

5/5

Patrick McNamara is the reason why I chose Claro advisors. He is not only a good advisor but a great friend. I have no doubt that he puts his clients first. I am fortunate to have met him and appreciate his attention to detail. This allows me to focus on things that matter more to me in life. Thanks Pat!

Kenneth M.

5/5

As a busy business executive during my working and investing lifetime I had delegated my investment business to the big financial management companies. As a senior interested in growth coupled with sound risk management and good returns my expectations were rarely met. I was introduced to Claro Advisors and after speaking with Patrick McNamara and reviewing his plan for my investment strategy I made a change. The strategy development and positive difference in client management and communication has been outstanding. Patrick McNamara has managed with extraordinary attention to detail, smart forward looking investments and excellent communication yielding exceptional returns, diversity and growth for my portfolio. Claro Advisors is a leader and high yield performer and is highly recommended.

John J.

5/5

Patrick McNamara, from Claro Advisors was highly recommended to us a number of years ago and we have not been disappointed. Extremely knowledgable but never condescending, his advise has given us consistent gains whether the market-climate is good or bad. He has been able to gear investment risk/rewards towards our specific goals, always letting us have the final say. With confidence, I strongly recommend Patrick for anyone needing investment/retirement management. John J

Donna O.

5/5

We have been working with Patrick McNamara for over 10 years. He worked with us to rollover our retirement assets and implement a plan that would provide an attractive income stream for our retirement. He also introduced us to investments and strategies we would not have implemented on our own- and they have worked out very well. He has been proactive in working with our professional partners for relevant situations. He is a great listener and we feel very comfortable knowing that we have access to his expertise. We have piece of mind and would highly recommend Patrick and Claro to any investor.

Jeffrey S.

5/5

I’ve been working with Claro Investments for a year and half. Patrick McNamara has been servicing my family for over 20 years. I am very happy with the level of service I am being provided. Patrick listens, breaks down the level of risk I’m willing to accept, and offers much needed advice for the sectors of the economy I want to invest. Patrick is always accessible to answer any questions or concerns. Claro and Patrick have my confidence, they have my best interests in mind.

Fred L.

5/5

We have been with Patrick McNamara for 20 years where he developed a retirement plan and balanced portfolio for us. Patrick has always been ahead of the curve in market trends and associated issues that arise. He constantly remains in touch and provides good counsel. We recommend him to any prospective client for his professionalism, advanced knowledge and trustworthy advice.