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Our Story
At Claro, we believe in the importance of clarity and expertise in financial planning. Our team of experienced professionals is dedicated to providing a world-class experience for our clients, tailoring our approach to meet their unique needs and goals. We understand that every individual and family is unique, with their own story and aspirations.
Our Services
At Claro, we offer a range of services designed to help you achieve your financial goals. From discovering your financial situation and creating a personalized plan to implementing and monitoring your investment portfolio, we provide a comprehensive approach to help you achieve clarity and confidence in your financial life.
Our Process
Our process starts with a discovery meeting, where we take the time to get to know you, your family, and your business. We ask lots of questions and gather data from you that enables us to better add value to your specific situation. This helps us to create a customized plan that meets your investment objectives and goals.
Understanding You
At Claro, we believe in the importance of understanding our clients' goals and needs. We take a tailored approach to financial planning, working closely with each client to create a personalized plan that is aligned with their unique situation.
Creating a Plan
Our team of experts works with our clients to create a comprehensive plan that meets their investment objectives. We take into account their financial situation, goals, and risk tolerance to create a customized plan that is tailored to their specific needs.
Implementing the Plan
Once we have outlined the plan, we begin the implementation process. Our team works closely with our clients to ensure that their customized strategy is carried out from big picture to every detail. We guide our clients each step of the way to ensure their objectives are being met.
Monitoring the Plan
Even after a carefully implemented plan is adopted and executed, we recognize that markets and environments change. Our team is dedicated to ensuring that our clients know how those changes impact them and adapt their plan as necessary. With constant monitoring, we can rest assured that we are always looking out for our clients' best interests.
How We Can Add Value to You
At Claro, we believe that our team can add value to our clients in several ways. We bring clarity to complex financial situations, helping our clients avoid emotionally driven decisions and ensure that their investment portfolio is aligned with their long-term objectives.
Our Expertise
Our team is experienced in working with clients through many different life events, from selling a business to inheriting wealth. We understand that these circumstances bring about lots of questions and typically involve many emotions. We bring clarity to our clients' financial situations, helping them avoid emotionally driven decisions and ensure that their investment portfolio is aligned with their long-term objectives.
Overall Impression
The reviews highlight the exceptional service and expertise provided by Patrick McNamara and Claro Advisors. Clients praise Patrick's deep understanding of their financial goals, tailored advice, and proactive approach to addressing concerns. They also appreciate his transparency, honesty, and fairness in pricing.
Personal Touch
Several clients mention the personal touch they receive from Patrick, who is described as a great listener and a trusted advisor. They appreciate his willingness to take the time to understand their needs and provide personalized guidance.
Expertise and Knowledge
Clients praise Patrick's knowledge of the market and his ability to stay ahead of trends. They appreciate his expertise in developing customized plans and strategies that align with their goals. Many mention his ability to simplify complex financial concepts and provide clear explanations.
Communication and Availability
Reviewers praise Patrick's responsiveness and availability, with several mentioning that he is always contactable to address concerns or answer questions. Clients appreciate his willingness to explain financial concepts in a way that is easy to understand.
Trust and Confidence
Many clients express their trust and confidence in Patrick, describing him as a trusted advisor and a true professional. They appreciate his honesty and transparency, which has given them peace of mind.
