Claudine Schrock | Boston, MA Financial Advisor | Adviser Investments
Claudine Schrock
Wealth Adviser
617.321.2200 Schedule a Meeting
617.321.2200

Claudine Schrock

Wealth Adviser


Background Experience

Claudine works directly with clients to respond to all of their account needs and concerns, from recommending suitable investment strategies to expediting day-to-day transactions. She joined Adviser Investments in 2014. Previously, Claudine worked for Northwestern Mutual Financial Network in insurance and financial planning. Claudine is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of Elon University. In 2022, she was honored in Boston magazine as a Five Star Wealth Manager. In her free time, she enjoys reading, writing, cooking, and spending time with her husband, children and dog.

Awards

Five Star Wealth Manager (2022)

Certifications

CERTIFIED FINANCIAL PLANNER™

The Best Financial Advice I Ever Received

Talk to your family about money. Learn from their mistakes and feel empowered in their triumphs. Herein lies a tested roadmap that may help you avoid a lot of headaches on your own personal financial path.

Also, never put something on your credit card you can’t pay off at the end of each month. This reinforces cash management skills and can help orient “want” vs. “need” on large ticket purchases.

Call: 617-321-2200
Address

85 Wells Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Investment Management
401(k) Administration
Retirement Planning
Estate Planning
Intergenerational Financial Planning

Claudine's Latest Insights

For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.

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