Satya B. Mitra,  CFP<sup>&reg;</sup> - Financial Advisor

Satya B. Mitra, CFP®

446 Main St, 16th Fl
Worcester, MA 01608
(508) 797-0005

General

Satya Mitra is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Worcester, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Retirement

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Helpful Financial Planning Resources