Financial Planners near Mattapan picked by BestProsInTown
“very accommodating, bilingual in many languages, despite the trouble going on back home, I was able to send my package to my love ones. They have been here for many years serving as many needs the Haitian community may require. If you need Western Union, DHL, BOSS or cargo this is the place to be.”
“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.”
