We’ll create a customized investment portfolio with your objectives in mind. We manage all types of investment accounts from taxable (trusts, brokerage, joint, individual, custodian and more) to retirement (401(k)’s, 403(b)’s, IRA’s, Roth, and more). Some of the main considerations are your age, risk, time horizon, concentrated positions, diversification, cost, overall investment philosophy and social impact preferences. 

INVESTMENT MANAGEMENT

Investing - Selecting Funds with Style

Financial Advice Tailored to You

Investment Pointers to Remember

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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.