Services Offered
Retirement Account Management
Comprehensive management and rollover of retirement assets to optimize growth and income streams.
Investment Strategy Planning
Personalized investment advice and strategies tailored to individual goals and risk tolerance.
Financial Consultation
In-depth consultations to assess financial needs and develop transparent, actionable plans.
Proactive Portfolio Management
Ongoing monitoring and adjustment of investments to adapt to market changes and client objectives.
Collaborative Professional Partnerships
Coordination with other professional partners to ensure holistic financial planning and support.
Reviews
5(5 reviews)
Rating Distribution
5
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3
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T
Ted Mikels III
via Google
5 months ago
Best financial decision my wife and I ever made was to have Patrick take over our retirement accounts. He is great at what he does! We couldn’t be happier with the service we have received. It’s very apparent that he cares about his clients and I consider him a friend. Thank you, Patrick!
J
Jessica Croninvia Google
about 2 years ago
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!
J
Jasonvia Google
about 2 years ago
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!
D
Donna obrienvia Google
over 4 years ago
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.
J
John Johnstonvia Google
over 4 years ago
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
