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... read full review
September 2025
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!
July 2025
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.
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... 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.