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Dr. Satya Mitra, Ph.D., E.A., CFP<sup>&#174;</sup>

Dr. Satya Mitra, Ph.D., E.A., CFP®

In 1990, Satya established his own tax consultancy and financial planning practice and now he is the President and CEO of his firm named "The Guru Tax & Financial Services, Inc." located in Worcester, MA. For decades he has not only raised a successful and reputable business but also used the success of this business helping community in various ways.

Dr. Mitra strongly believes that every one of us is here not only for ourselves but to be there for others as well, especially every business owner must dedicate themselves in the service of the community they run the business in.

Here for you!

Dr. Satya Mitra journeyed from a childhood of poverty and severe adversity to a successful career as a financial advisor and community leader. Now in a position to give back, he uses his experiences to positively affect the lives of others. 

Retirement Planning

Retirement Planning

Dr. Satya Mitra, Ph.D., E.A., CFP® can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Investment Management

Investment Management

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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Tax Planning

Tax Planning

With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

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Foreign Reporting

Foreign Reporting

The Guru Tax & Financial Services specializes in reporting assets owned and sold in a foreign country by US citizens and permanent residents in their US tax returns.

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Helpful Content

CURATED ARTICLES, VIDEOS, AND MORE FOR A FINANCIALLY SAVVIER YOU.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
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What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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The Basics of Medicare

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.
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Ways to Supplement Your Medicare Coverage

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
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