Disclosures and Terms of Use

 

Litchfield Financial provides investment advisory services through Claro Advisors LLC (“Claro”) a registered investment advisor.

 

Terms of Use

Please read these terms and conditions of use (“Terms”) carefully before using the website located at [ENTERLitchfield Financial URL] (“Website”) or any of the information or services provided by Litchfield Financial (collectively “Litchfield Financial”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Litchfield Financial in connection with the Website and should promptly terminate all use thereof.  The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website.  You may use your browser to download or print a copy of these Terms for your records.

 

Litchfield Financial reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

 

These Terms were last updated on April 7, 2020.

 

This Website is intended to provide general information about Litchfield Financial and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

 

Market data, articles and other content on this Website are based on generally-available information and are believed to be reliable. Litchfield Financial does not guarantee the accuracy of the information contained in this Website. The information is of a general nature and should not be construed as investment advice.

 

Please remember that it remains your responsibility to advise Litchfield Financial, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

 

Litchfield Financial will provide all prospective clients with a copy of our current Form ADV Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy via .pdf or hardcopy. 

 

Email Communications

Litchfield Financial often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Litchfield Financial makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to seed Litchfield Financial private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

 

Litchfield Financial emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Claro or the securities regulators.

 

If you have received an email from Litchfield Financial in error, we ask that you contact the sender and destroy the email and its contents.

If you have any questions regarding our email policies, please Contact Us.

 

our current Form ADV, Part 2A ("Disclosure Brochure") prior to commencing an Advisory relationship. Please contact compliance@claroadvisors.com or toll free at 800-604-2838 with any questions.

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Claro Advisors, LLC DBA Litchfield Financial, LLC

100 High Street, Suite 950, Boston, MA, 02110, USA

paul@litchfieldfinancialgroup.com 

Office: 617-863-2147

Mobile: 781-552-9475

Disclosure: Litchfield Financial, LLC provides investment advisory services through Claro Advisors, LLC (“Claro”) a registered investment advisor. 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.