James Abbott
Vice President & Financial Advisor at Claro Advisors, LLC. | Boston, Massachusetts, United States
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James Abbott serves as Vice President and Financial Advisor at Claro Advisors, LLC, where he leverages his extensive expertise in financial planning and investment strategies to empower clients in achieving their financial goals. With a strong commitment to creating, preserving, managing, and distributing wealth, James tailors his approach to meet the unique needs of each client. His role encompasses a diverse range of services, from selecting individual investments to developing comprehensive retirement plans that align with clients’ aspirations.
At Claro Advisors, James spearheads key projects that focus on enhancing client engagement and optimizing portfolio management. By utilizing a wealth of resources, including insights from research analysts and economic experts, he ensures that his clients are well-informed and equipped to make strategic investment decisions. His proficiency in retirement plan consulting allows him to guide clients through the complexities of retirement savings, ensuring they are prepared for a financially secure future.
James’s skill set extends beyond technical financial knowledge; he excels in relationship management and customer service, fostering long-term partnerships built on trust and transparency. His ability to network effectively and serve as an industry liaison positions him as a valuable resource for clients navigating the ever-evolving financial landscape. Whether advising on investment strategies or providing personalized financial guidance, James Abbott is dedicated to helping clients achieve sustainable financial success. For inquiries, he can be reached at (617) 507-1404 or via email at [email protected]. More information can be found on his website, JimAbbottClaroAdvisors.com.
Vice President & Financial Advisor at Claro Advisors, LLC. in October 2017 to Present
Financial Advisor at Wells Fargo Advisors in January 2013 to October 2017
7th Round Pick 216 at Pittsburgh Penguins in June 2013 to June 2013
Regional Market Producer at USI Insurance Services in September 2012 to January 2013
Regional Market Producer at TD in November 2009 to October 2012
Vice President/ Membership Director at Associated Builders and Contractors in April 2005 to December 2009
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Wealth Management
Financial Planning
Retirement
Investments
Insurance
Strategic Planning
Sales
Financial Services
Risk Management
Finance
Customer Relations
Nonprofits
Asset Management
Investment Strategies
Life Insurance
Customer Service
Public Speaking
Contract Negotiation
Customer Engagement
Networking
Industry Liaison
Relationship Management
Retirement Plan Consulting
Personal Finance
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Discover more about Claro Advisors, LLC.What is James Abbott email address?
Email James Abbott at [email protected] and [email protected]. This email is the most updated James Abbott email found in 2026.
What is James Abbott phone number?
James Abbott phone number is +17243161308.
How to contact James Abbott?
To contact James Abbott send an email to [email protected] or [email protected]. If you want to call James Abbott try calling on +17243161308. (updated on October 29, 2024)
What company does James Abbott work for?
James Abbott works for Claro Advisors, LLC.
What is James Abbott's role at Claro Advisors, LLC.?
James Abbott is Vice President & Financial Advisor
What industry does James Abbott work in?
James Abbott works in the Financial Services industry.
James Abbott Email Addresses
James Abbott Phone Numbers
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