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  1. US
  2. MA
  3. Boston
Claro Advisors
Claro Advisors
Claro Advisors
Claro Advisors

Claro Advisors

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100 High St Suite 950, Boston, MA 02110, USA Get Directions
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ABOUT   Services Excellence Summary

Claro Advisors is a fresh cohort of financial consultants (with an average age of 40). We are unique thinkers and blend objectives-based, customer-centered planning with cutting-edge technology, enabling us to focus more on you. Named Claro, the Latin word for "to make clear in your mind," our business was founded on this Latin adage. We are independent, fee-based consultants who never accept commissions. Our goal is to get to know you and help you achieve financial well-being.

 

SUMMARY   Reviews Summary

Brandon Fink and Patrick McNamara have received excellent reviews. Fink's knowledge and personal touch, as well as his ability to provide cutting edge solutions, have been often noted by clients who find the adviser both professional and committed. Reviewers have reported both satisfaction and confidence in Fink's advice and – based on their experiences over 20 years working with him – this advice has been extremely beneficial. For McNamara, clients likewise consistently commend his professionalism, which combines a solid foundation of analytics and detail-oriented attention with a high level of communication and accessibility. Longer term reviews of 20 years or more describe a variety of ways that McNamara's guidance and expertise have directly led to their impressive financial standing, always making McNamara and Claro Advisors an obvious recommendation for anyone thinking about making investment or retirement choices. The common theme is excellent service at Claro Advisors, and both the brand and its individual advisers appear equally well regarded as a result.

 

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Reputation Change over time

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PROS
recommend (6)
highly recommend ... (3)
recommended (3)
very happy (2)
highly recommend ... (2)
great experience ... (1)
very professiona ... (1)
professional and ... (1)
attention to det ... (1)
very comfortable ... (1)
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Claro Advisors Reviews: 15. Average Rating: 5.0
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