Claro Advisors
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
100 High St Ste 950, Boston, Massachuset...Phone Number
(617) 379-3270Website
www.claroadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 3
Signal Type
Jan
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ZI Rank
1
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3
About Claro Advisors
Claro Advisors, LLC is an independent financial advisory firm based in Boston, specializing in personalized financial planning and investment management. They prioritize their clients' interests by adhering to a fiduciary standard and do not sell proprietary products or accept fees from investment managers. Their services cater to individuals and families navigating various life events, including retirement, business sales, and inheritance, ensuring tailored strategies that align with clients' goals. Claro's dedicated team focuses on providing clarity and expertise to help clients manage their financial lives effectively.Explore more
Claro Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.6M
11-50
Private
-
2015
GF
Gregory FeeseWealth Management For Business Owners, Athletes & Retirees Advisor
Company Profile Activity
Activity Insights
Claro Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Claro Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Claro Advisors.
Claro Advisors Tech Stack
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Claro Advisors News & Media
Claro Advisors Launches TaxSavingStrategies.com - A New AI-Powered Resource to Help High-Earners, Investors, and Small Business Owners Reduce Tax Liabilities
BOSTON, May 19, 2025 /PRNewswire/ -- Claro Advisors, a Registered Investment Advisor based in Boston, is proud to announce the official launch of TaxSavingStrategies.com, a new website designed to help high-income individuals, investors and small business owners identify overlooked tax...Patrick McNamara, MBA, Boston Financial Planner and Wealth Manager Launches www.structurednotes.com
BOSTON, June 7, 2022 /PRNewswire/ -- Patrick McNamara, a Certified Financial Planner™ and Senior Vice President of Boston's Claro Advisors, has launched a new website, www.structurednotes.com, to help investors protect and enhance their investment portfolio returns, especially during...
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Claro Advisors, LLC is an independent financial advisory firm based in Boston, specializing in personalized financial planning and investment management. They prioritize their clients' interests by adhering to a fiduciary standard and do not sell proprietary products or accept fees from investment managers. Their services cater to individuals and f... Read More
