
About Company
Claro Advisors, Inc. is a Registered Investment Advisor based in Boston, Massachusetts, dedicated to providing personalized and fiduciary financial planning services. The company focuses on delivering a world-class client experience by starting with understanding the client’s unique story, goals, and needs before creating and implementing a tailored financial plan. Claro Advisors emphasizes transparency, independence, and alignment of interests by not selling proprietary products or accepting fees from investment managers. The firm offers comprehensive services including investment management, estate and tax planning, risk management, and support through major life events such as retirement, business sales, divorce, inheritance, and liquidity events. Claro Advisors is committed to ongoing monitoring and adapting plans to changing market conditions, ensuring clients receive clarity and confidence in their financial decisions.
Service Category
Area Served
Contact Info
Address
100 High St Suite 950, Boston, MA 02110
- Phone Number(800) 604-2838
- Website https://www.claroadvisors.com
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