Claro Advisors

Claro Advisors is a younger generation of financial advisors, averaging around 40 years old, offering a fresh perspective in the financial planning field. They focus on goals-based planning and utilize modern technology to enhance efficiency and client service. The name "Claro," meaning "to make clear in the mind" in Latin, reflects their mission to provide objective and unbiased advice as fee-based, independent advisors without commissions or proprietary products. Clients appreciate the personalized attention and tailored advice they receive. One client highlights Rex's deep understanding of financial goals, noting his responsiveness and transparency. Another client recommends Patrick McNamara for his knowledge and expertise, emphasizing his personal approach and dedication to listening to client needs. Overall, Claro Advisors is recognized for its commitment to helping clients achieve financial security through education and transparent guidance.