About Us

Our Team

Our team offers a unique combination of experience and energy. Combined with our diverse skill sets, we can offer innovative solutions to any generation of your family.

Ryan Belanger | CFP®

Managing Principal & Founder

Learn more about Ryan

Jennifer Street

Chief Operating Officer

Learn more about Jennifer

James Abbott | AIF®

Advisor

Learn more about Jim

Jeffrey Corey

Advisor

Learn more about Jeff

Robert Dockendorff | JD, LL.M

Advisor

Learn more about Bob

Michael Kurkulonis | CLTC, CRPC

Advisor

Learn more about Mike

Paul Litchfield | CPA

Advisor

Learn more about Paul

Allison Maier

Client Services Manager

Learn more about Allison

Michael Mullin | CFA ®

Chief Investment Officer

Learn more about Mike

Dana Rowen

Advisor

Learn more about Dana

Stilson Tomita | AIF®, ChFC, CLU

Advisor

Learn more about Stilson

Emily Wanschers

Client Service Associate

Learn more about Emily

"Teamwork is the ability to work together toward a common vision...It is the fuel that allows common people to attain uncommon results."

OUR PROFESSIONAL CREDENTIALS INCLUDE

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn about your financial goals and see if our services are right for you.
Claro Advisors, LLC
185 Dartmouth St., 6th Floor
Boston, MA 02116

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  • Phone:
    (617) 379-3270
  • Toll Free:
    (800) 604-2838
  • Fax:

    (866) 920-4359

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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. This report is not a financial plan and is not intended as a solicitation or advice to purchase specific investments, but the information provided can assist you in evaluating your current financial situation and your ability to achieve your investment goals. Any projection of investment outcomes is hypothetical in nature, does not reflect actual investment results, and is not a guarantee of future results. Similarly, other information regarding various investment outcomes are hypothetical in nature, do not reflect actual results and are not guarantees of future results. The projections may not include all taxes applicable to your situation. Past performance is no assurance of future results. Investments may fluctuate and lose value, and unexpected market movements may result in changes in rates of return and anticipated performance. Claro does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Claro will provide all prospective clients with a copy of our current Form ADV, Part 2 ("Brochure") prior to commencing an Advisory relationship. Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. or toll free at 800-604-2838 with any questions.

© 2019 by Claro Advisors, LLC. All Rights Reserved.