Most financial advisors might start by proposing different investments or recommending that you buy a product or sell your existing investments. We think differently at Claro. The process starts with you. Our passion is working with clients to deliver a world-class experience. We love what we do. Our purpose is to simplify and manage your financial life so that you can give attention to the endeavors that you care about and that demand your time.
As a Registered Investment Advisor, we are held to the highest fiduciary standard of care, which requires that we act solely in the client's best interest. We do not sell any proprietary products, and we do not accept fees from investment managers for recommending their products. We always put your interests first.
As a Registered Investment Advisor, we are held to the highest fiduciary standard of care, which requires that we act solely in the client's best interest. We do not sell any proprietary products, and we do not accept fees from investment managers for recommending their products. We always put your interests first.
Services
In today's uncertain economy, financial planning has become increasingly important. With an overwhelming number of options for saving and investing, managing your finances can be difficult. Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future.
We want to make that present experience as comfortable, confident, and successful as possible. Our focus on the needs and goals of our clients in combination with our deep experience, adaptive use of technology, and an innovative investment process help us create better outcomes and happier clients.
It is important to feel you have control over your future. At Claro, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence. If you would like to learn more about Claro Advisors, have questions for our advisors, or would like to schedule a complimentary "Get Acquainted" meeting to see if we are the right fit for you and your needs, please contact us today!
Reviews (10)
Edward Seabury
Jan 04, 2022
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Brandon Fink at Claro Advisors provides exceptional service. Having known Brandon for several years, I have seen him apply his knowledge to provide innovative solutions which are tailored to his client's specific needs. Most of all, he cares about his clients and goes the extra mile to put them in the best financial position based on their individual circumstances.
Patrick Murphy
Dec 03, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I have known and been a client of Patrick McNamara’s for almost 20 years now and have always had the outmost trust and respect for him on both a personal and professional level. If you want a personal touch on a personal level and enjoy watching your investments grow then I would highly recommend Pat McNamara and Claro Advisors.
I have known and been a client of Patrick McNamara’s for almost 20 years now and have always had the outmost trust and respect for him on both a personal and professional level. If you want a personal touch on a personal level and enjoy watching your investments grow then I would highly recommend Pat McNamara and Claro Advisors.
Robert Miller
Nov 25, 2021
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Vikas Nijhawan
Nov 21, 2021
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Dealing with Patrick McNamara (Claro advisors) as my financial advisor for almost 20 years has been a great experience. He actively seeks to understand my perspective by listening attentively and then presents well thought-out ideas and is prepared to discuss them effectively and educate me in the process. I have observed Patrick exercising keen judgment, applying his professional analytical skills and rigorous logic in evaluating all reasonable options before deciding on actions that meets my investment goals. He understands how changes in the marketplace and policies impact investment choices
Kenneth McNamara
Nov 20, 2021
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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
John Johnston
Oct 31, 2021
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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
Jeffrey Saliba
Oct 30, 2021
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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 Laskey
Oct 29, 2021
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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.
John Naughton
Oct 22, 2021
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As the years seemed to pass by so quickly, I knew I needed some help to prepare for my retirement. Luckily, a friend recommended Patrick McNamara a CFP from Claro Advisors. He is very professional and knowledgeable about all aspects of preparing for a financially secure future. I am very happy with the soundness of his financial advise.
Donna Obrien
Oct 22, 2021
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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
