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March 2024 by Bernardo Tancredi
Rex has been a great financial advisor! He consistently demonstrates a deep understanding of my financial goals and provides tailored advice that aligns well with my needs. Rex is incredibly responsive and proactive in addressing any concerns or questions I have, and his transparency about risks is commendable, and is fairly priced. Overall, I highly recommend Rex for anyone seeking personalized financial guidance, and honest help
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March 2024 by Claire Mason
I was recommended to Claro Advisors and to work withPatrick McNamara due to his knowledge and expertise.I am thankful for the time he spends with me and the advice he has also shares with me.
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March 2024 by Jessica Cronin
I’ve been working with Patrick McNamara at Claro Advisors for over a year now and he has been fantastic. In our first meeting together he actively listened to my goals and concerns — and since then has continuously provided helpful guidance, management, and advice that is transparent and specific to my planning needs. He has a very personal approach with deep expertise and I’m grateful to be working with him!
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December 2023 by Jason
Patrick McNamara is the reason why I chose Claro advisors. He is not only a good advisor but a great friend. I have no doubt that he puts his clients first. I am fortunate to have met him and appreciate his attention to detail. This allows me to focus on things that matter more to me in life. Thanks Pat!
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September 2023 by Charlie Van Derven
I've had the pleasure of collaborating with Brandon Fink at Claro Advisors for several years. Brandon possesses a keen intellect and an impressive attention to detail. He's not only a breeze to work with but also consistently takes the initiative in our interactions. I wholeheartedly endorse him.
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May 2023 by Michele Mitchell
I've been very happy with Patrick at Claro Advisors. At our first meeting he gave me some great ideas for my situation that I never would have thought of myself. I'm finding Claro Advisors much more personal than the previous advisor I worked with.
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May 2022 by james frazer
I've been working with Patrick McNamara for over 20 years. We've been through multiple market cycles including the dot com bust and Financial Crisis. Despite these downturns, my assets have grown and I'm enjoying retirement with 2 homes. I highly recommend Patrick!
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May 2022 by Todd Bettinson
I have worked with Brandon Fink for some time now, and have always been impressed with his range of knowledge, professionalism and consideration for individuals goals when it comes to financial planning. Would recommend Brandon to anyone looking for high level financial advice.
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May 2022 by Cody Belland
I've known Brandon Fink a few years now and can always count on him for top notch client service and market analysis. Pleasure to work with!
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May 2022 by Nate Paszamant
Very pleased with my Claro experience and Pat McNamara thus far. Thoughtful advisor with a willingness to think differently.
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May 2022 by Donna obrien
We have been working with Patrick McNamara for over 10 years. He worked with us to rollover our retirement assets and implement a plan that would provide an attractive income stream for our retirement. He also introduced us to investments and strategies we would not have implemented on our own- and they have worked out very well. He has been proactive in working with our professional partners for relevant situations. He is a great listener and we feel very comfortable knowing that we have access to his expertise. We have piece of mind and would highly recommend Patrick and Claro to any investor.
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May 2022 by Patrick Murphy
I have known and been a client of Patrick McNamara’s for almost 20 years now and have always had the outmost trust and respect for him on both a personal and professional level. If you want a personal touch on a personal level and enjoy watching your investments grow then I would highly recommend Pat McNamara and Claro Advisors.
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May 2022 by Kenneth McNamara
As a busy business executive during my working and investing lifetime I had delegated my investment business to the big financial management companies. As a senior interested in growth coupled with sound risk management and good returns my expectations were rarely met. I was introduced to Claro Advisors and after speaking with Patrick McNamara and reviewing his plan for my investment strategy I made a change. The strategy development and positive difference in client management and communication has been outstanding. Patrick McNamara has managed with extraordinary attention to detail, smart forward looking investments and excellent communication yielding exceptional returns, diversity and growth for my portfolio. Claro Advisors is a leader and high yield performer and is highly recommended.
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May 2022 by Fred Laskey
We have been with Patrick McNamara for 20 years where he developed a retirement plan and balanced portfolio for us. Patrick has always been ahead of the curve in market trends and associated issues that arise. He constantly remains in touch and provides good counsel. We recommend him to any prospective client for his professionalism, advanced knowledge and trustworthy advice.
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May 2022 by Jeffrey Saliba
I’ve been working with Claro Investments for a year and half. Patrick McNamara has been servicing my family for over 20 years. I am very happy with the level of service I am being provided. Patrick listens, breaks down the level of risk I’m willing to accept, and offers much needed advice for the sectors of the economy I want to invest. Patrick is always accessible to answer any questions or concerns. Claro and Patrick have my confidence, they have my best interests in mind.
