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Claro Advisors
Claro Advisors : Planification de retraite personnelle et experte, avec des conseils transparents.
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Claro Advisors : Planification de retraite personnelle et experte, avec des conseils transparents.
Claro Advisors, situé au 100 High St Suite 950, Boston, MA, offre des conseils en retraite et en investissement avec une approche personnalisée, axée sur le client. Dirigée par Patrick McNamara, l'entreprise est saluée pour son écoute active, une planification transparente et personnalisée, et une collaboration proactive avec les partenaires professionnels des clients. Les clients font état de confiance, de sérénité et de gains réguliers, reflétant un partenaire financier fiable et expert pour des objectifs à long terme.
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Gestion complète et transfert des actifs de retraite pour optimiser la croissance et les flux de revenus.
Conseils et stratégies d'investissement personnalisés adaptés aux objectifs individuels et à la tolérance au risque.
Consultations approfondies pour évaluer les besoins financiers et élaborer des plans transparents et exploitables.
Surveillance et ajustement continus des investissements pour s'adapter aux changements du marché et aux objectifs du client.
Coordination avec d'autres partenaires professionnels pour assurer une planification financière holistique et un soutien.
Note globale
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
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