Finivi is an independent, fee-based financial planning and investment management firm singularly focused on providing actionable advice and clear guidance in all areas of financial planning and investing.
Whether you need direction on the best ways to save, eliminate debt, grow your net worth, share your success, or simply get your financial life organized and on track once and for all, we can help. We offer both in-person and virtual planning and consulting services, depending on where you’re located and your personal planning preferences.
Our mission is to help you make smarter financial and investing decisions – not selling you financial products, or offering complicated advice. Clarity, simplicity, and transparency are at the heart of everything we do.
As organization helps to bring clarity, we provide you a personalized, secure website and mobile app, updated daily, that provides a holistic view of your financial life. We believe that when you understand and embrace your full financial picture it allows you to make smart choices without fear or confusion.
No hidden agendas. No sales quotas to meet. Just unbiased advice and intellectual honesty. Your success equals our success.
Advisory Services offered through Finivi Inc. an SEC Registered Investment Advisor.
1400 Computer Drive, Westborough. MA 01581 (508)870-0440.
Disclosures:
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Privacy policy: https://shorturl.at/HQypm
We are strongly committed to diversity and equal opportunity.
Company Details
- Employees
- 15
- Founded
- -
- Address
- 1400 Computer Drive,
- Phone
- (508) 870-0440
- in****@****ivi.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- finivi.com
- Keywords
- Post Retirement Planning, Investment Management, Financial Planning, Estate Planning Strategies, Retirement Income Planning, Divorce Transition Planning, Social Security Claiming Strategies, Investment Portfolio Review.
- HQ
- Westborough, MA
Finivi | Financial Advisors Questions
Finivi | Financial Advisors's helpline number is (508) 870-0440
Finivi | Financial Advisors's website is finivi.com
Finivi | Financial Advisors's LinkedIn profile is https://www.linkedin.com/company/finivi
Finivi | Financial Advisors has
15 employees.
View email and phone details for 15
employees at Finivi | Financial Advisors.
Finivi | Financial Advisors's industry is
Financial Services
Finivi | Financial Advisors's top competitors are
Prismidica Investment Solutions,
Mckenzie Riedel Wealth Management,
Cadence Wealth Management, Llc,
Finvi,
Innovative Financial Group,
Fiduciary Trust International,
Meryl's Safe Haven,
Anon,
Grimes & Company,
Omniverse Financial & Insurance Services, Llc.
Finivi | Financial Advisors's support email address is info@finivi.com
Finivi | Financial Advisors's categories are Financial Services
Finivi | Financial Advisors's founding year is 2001
