About Claro Advisors
Reviews for Claro Advisors
Write a reviewHours
Monday: 8AM - 6PM
Tuesday: 8AM - 6PM
Wednesday: 8AM - 6PM
Thursday: 8AM - 6PM
Friday: 8AM - 6PM
Saturday: ClosedSunday: Closed
Claro Advisors is a younger generation of financial advisors, averaging around 40 years old, offering a fresh perspective in the financial planning field. They focus on goals-based planning and utilize modern technology to enhance efficiency and client service. The name "Claro," meaning "to make clear in the mind" in Latin, reflects their mission to provide objective and unbiased advice as fee-based, independent advisors without commissions or proprietary products. Clients appreciate the personalized attention and tailored advice they receive. One client highlights Rex's deep understanding of financial goals, noting his responsiveness and transparency. Another client recommends Patrick McNamara for his knowledge and expertise, emphasizing his personal approach and dedication to listening to client needs. Overall, Claro Advisors is recognized for its commitment to helping clients achieve financial security through education and transparent guidance.
For Structured Notes, there's no place better. Most places dealing with Structured Notes won't even talk to you unless you have a couple million to throw at them. Not only will they work with you with relatively small starting amounts, Patrick's knowledge and advice is premium and that comes with very reasonable advisory fees. I spent many months trying to find someone to talk to about these products and Patrick is only person I've found that speaks the same language as me. There was one specific BNP note that I wanted to get into and no one would put the effort in to work with me, but Patrick did. If you have millions to throw around then there might be some Wall...read full review
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!
Patrick McNamara from Claro Advisors, LLC is definitely the guy. In every facet of life you need a connection that you can trust. Pat is a knowledgeable and trustworthy advisor who not only shows you immediate results, but does so in a humble and meek manner. Would highly recommend.