Financial Planners in Boston picked by BestProsInTown
“They have been the most proactive and personal financial team I have worked with of more than 5 I have tried, including couple local ones. Today’s video calls removes needing to meet face to face to be as effective. So far the attention to our specifics has been very positive.”
“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 Street firms that are better, but I don't think so. I could not recommend Claro and Patrick more.”
“I am extremely grateful for the work my broker Ousmane has done managing my is investment. Even though my portfolio isn't large, he treats it with the same care and professionalism as any other. His dedication to constantly improving his knowledge and adopting to the ever-changing market has made a really difference for me. Thanks to his guidance, I have been able to enjoy opportunities like a traveling the world. I highly recommend his service..!”
