Rakatansky Financial is a registered investment advisor that maintains a fiduciary relationship with our clients. We provide investment advice through our fee-based independent advisor representative. We work independently in coordination with our affiliated firm, Rakatansky CPA, to provide a comprehensive collection of professional services, from tax compliance and planning to financial planning and investment management. By combining our understanding of our client’s financial goals and tax situation, we can offer integrated advice and action plans.

A Personal Touch

At Rakatansky Financial, we believe that in a world that is continually becoming more sterilized and commoditized, people are seeking the personal touch and relationships formed with independent local professionals. Exceptional service and long-term personal relationships are the core values of our firm. We are committed to being dependable and easily accessible.

Our Story

In 2016, Rakatansky Rakatansky & Associates was formed in Sudbury, MA, and later became Rakatansky CPA. The firm provides tax, accounting, and consulting services to clients throughout the U.S. Their success was credited to their knowledge, accuracy, and commitment to providing outstanding client service.

To meet the requests of many longtime clients who were looking for the same quality service in their wealth manager, Rakatansky Financial was formed. Clients saw the value gained through the coordinated efforts of the two independent firms.