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Rachael Clasby
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Member Engagement

Level 5

Last updated: 11/28/2018
Rachael Clasby
Industry Partner
Professional Information
EF Financial
02129  United States
 [ Map ]
6177237735 (Phone)
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6172161328 (Mobile)
Additional Information
We have a combined 50 years of industry experience, much of it working with institutions providing them with Fiduciary best practices and investment management. We hold the designation of Certified Financial Planner, CFP and Accredited Investment Fiduciary, AIF.
More Information
EF Financial first opened its doors in 1999. We are compassionate women driven to empower our clients and help them pursue personal financial success through all stages of life. It’s what drives us to continually provide the highest level of service. We consider ourselves financial cheerleaders, and we take pride in boosting our clients’ confidence in even the most complex financial matters.

Our team specializes in a spectrum of services, from comprehensive financial planning and investment management to corporate retirement benefits, life insurance planning and more.
To ensure the total integration of your financial strategies, we serve as liaisons between our clients and other professionals they might have already contracted, from accountants to attorneys.

Consistently recognized by clients for our availability, knowledge, generosity of time, and patient understanding, we pride ourselves on the success of our business and the success of our clients. We truly love what we do, and we align our professional experience with our personal interest in advancing the lives of our clients.

Contact Us

4 Lan Drive, Suite 310
Westford, MA 01886

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