seo-company

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...load more

Finivi | Financial Advisors's Basic Information

Industry
Financial Services
Headquarters
Westborough, Massachusetts, United States
Website
http://aspencross.com
Linkedin
https://www.linkedin.com/company/finivi/
Founded Year
2001
Headcount
11 - 50 ( View All )
Specialties
Post Retirement PlanningInvestment ManagementFinancial PlanningEstate Planning StrategiesRetirement Income PlanningDivorce Transition PlanningSocial Security Claiming StrategiesInvestment Portfolio ReviewDigital CurrenciesSelf-Directed IRA's

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Employee Insights

Employee Function
Employee Location
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Finivi | Financial Advisors's Top Employees

people

Ray Lazcano

Senior Associate

Phone Email

people

Greg Holmes

Associate

Phone Email

people

Catherine Gareri

Senior Associate

Phone Email

people

Catherine Gareri

Senior Associate

Phone Email

people

Katie Moore

Vice President

Phone Email

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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 ofFinancial 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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