Claro Advisors is an independent wealth management firm based in Boston, Massachusetts.
Business Model:
Revenue: $25.8M
Employees: 51-200
Address: 185 Dartmouth Street 6th Floor
City: Boston
State: MA
Zip: 02116
Country: US
Claro Advisors is an independent wealth management firm based in Boston, Massachusetts. Claro has a diverse team of 11 financial advisors and 2 dedicated support staff members who work together to manage over $300 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” was inspired by the latin translation “to make clear in the mind”. We work with clients to implement and monitor the strategies needed to simplify the management, preservation and growth of wealth. Please visit our website for important disclosures and to learn more about who we are and what we do.
Contact Phone:
+16173793270
Contact Email:
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