CA
Claro Advisors
Claro Advisors: Personal, expert retirement planning with transparent guidance.
5
Business
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Claro Advisors: Personal, expert retirement planning with transparent guidance.
Claro Advisors, located at 100 High St Suite 950, Boston, MA, delivers retirement and investment guidance with a personal, client-first approach. Led by Patrick McNamara, the firm is praised for active listening, transparent, tailored planning, and proactive collaboration with clients’ professional partners. Clients report confidence, peace of mind, and steady gains, reflecting a trustworthy, expert financial partner for long-term goals.
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Comprehensive management and rollover of retirement assets to optimize growth and income streams.
Personalized investment advice and strategies tailored to individual goals and risk tolerance.
In-depth consultations to assess financial needs and develop transparent, actionable plans.
Ongoing monitoring and adjustment of investments to adapt to market changes and client objectives.
Coordination with other professional partners to ensure holistic financial planning and support.
Overall rating
Ted Mikels III
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!
Jessica Cronin
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
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!
Donna obrien
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.
John Johnston
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
