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
March 2024
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.
March 2024
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!
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
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.
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!