Finivi | Financial Advisors
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 invest...
Finivi | Financial Advisors's Basic Information
Industry
Financial Services
Headquarters
Westborough, Massachusetts, United States
Website
Founded Year
2001
Headcount
11 - 50
Specialties
Post Retirement PlanningInvestment ManagementFinancial PlanningEstate Planning StrategiesRetirement Income PlanningDivorce Transition PlanningSocial Security Claiming StrategiesInvestment Portfolio ReviewDigital CurrenciesSelf-Directed IRA's
Finivi | Financial Advisors's Competitors
Xpert TAX Service LLC
Sistemas Inversores S.L.
Lenox Pointe Apartments
Triple A - Capital & Finance
Portugal
Assetmacro
Employee Insights
Employee Function
Employee Location
Finivi | Financial Advisors's Top Employees
Ray Lazcano
Senior Associate
Greg Holmes
Associate
Catherine Gareri
Senior Associate
Catherine Gareri
Senior Associate
Katie Moore
Vice President
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Frequently Asked Questions Regarding Finivi | Financial Advisors
Where is Finivi | Financial Advisors's headquarter located?
Finivi | Financial Advisors's headquarter are located at United States.
How many employees does Finivi | Financial Advisors have?
Finivi | Financial Advisors has 11 - 50 employees.
What is Finivi | Financial Advisors's official website?
Finivi | Financial Advisors's official website is http://aspencross.com
What industry does Finivi | Financial Advisors belong to?
Finivi | Financial Advisors is in the industry of Financial Services
What does Finivi | Financial Advisors do?
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 invest...
What specialty does Finivi | Financial Advisors have?
Post Retirement PlanningInvestment ManagementFinancial PlanningEstate Planning StrategiesRetirement Income PlanningDivorce Transition PlanningSocial Security Claiming StrategiesInvestment Portfolio ReviewDigital CurrenciesSelf-Directed IRA's
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