If you can imagine it, I want to help you achieve it.

I believe you can only have true financial peace of mind when you know without a doubt that you have a comprehensive financial strategy designed to provide for the good times and be defensive during the bad. I also understand that you may need an ongoing advocate to guide and protect you through life’s unexpected and inevitable turns.

 
Goal Mining
Financial Planning Insights from Bob Dockendorff, JD, LL.M

First Class Financial Planning

I am dedicated to serving the unique needs of individuals, families, trusts, and institutions who want to simplify their financial affairs, enhance financial security, and prepare for life-changing events.

My clients are also investors who want more than what the traditional stock brokerage relationship can provide. I believe my clients deserve honest and unbiased investment advice and confidential personal advice. Because I make a fiduciary commitment to each client, your interests are the driving force behind every decision we make together.
Investment Planning
Personal Income & Estate Tax Modeling
Equity Compensation Planning
Independent, Transparent, and Extensive Financial & Retirement Plans

Solve Your Retirement Income Equation

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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) 920-4539

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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.

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