Claro Advisors

Claro Advisors, LLC. (Claro) is an independent, fee-only, Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC) based in Boston, Massachusetts. Claro has a diverse team of 13 financial advisors and 3 dedicated support staff members who work together to manage over $650 million in client assets. As a younger generation of financial advisors, (the average Claro Advisor is about 40 years old), Claro provides a fresh perspective and unique approach that embraces goals-based planning with modern technology, allowing us to be more efficient so that we have more time to focus on our clients. The name Claro...

Investment management,financial planning,retirement planning,insurance and estate planning,divorce planning,education planning,complete wealth management,social security planning,corporate retirement plans,401ks and 403bs,donor advised funds,personal cfo,high net worth,ultra high net worth,liquidity event planning,equity compensation planning,post m&a transactions,goals-based wealth management,alternative investments,and private funds

Claro advisors operates in the Financial services industry.

Claro advisors's revenue is 11m - 100m

Claro advisors has 11 - 50 employees.