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. Have questions on Bitcoin, and cryptocurrency investing in general? We can help you with that too. 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: https://bit.ly/3dsthhR Privacy policy: https://bit.ly/2WHZWd7 We are strongly committed to diversity and equal opportunity.
View Top Employees from Finivi | Financial AdvisorsWebsite | http://www.finivi.com |
Revenue | $10.8 million |
Funding | $150000 |
Employees | 16 (16 on RocketReach) |
Founded | 2001 |
Address | 1400 Computer Drive Suite 302, Westborough, Massachusetts 01581, US |
Phone | (508) 870-0440 |
Fax | (508) 898-3097 |
Technologies |
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Industry | Financial Services, Finance General, Wealth Management, Finance, Business Succession, Multi-Generational Wealth Transfer Planning, Estate Planning Strategies, Reitrement Income Planning, Financial Planning, Risk Management, Investment Portfolio Review |
Competitors | CI RegentAtlantic Private Wealth, Plancorp, LLC, Pure Financial Advisors, LLC, Shepherd Kaplan LLC, The Harvest Group, Wealth Management, LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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The Finivi | Financial Advisors annual revenue was $10.8 million in 2024.
Eric Jansen is the Founder, President and Chief Investment Officer of Finivi | Financial Advisors.
16 people are employed at Finivi | Financial Advisors.
Finivi | Financial Advisors is based in Westborough, Massachusetts.
The NAICS codes for Finivi | Financial Advisors are [5239, 523, 52, 52393].
The SIC codes for Finivi | Financial Advisors are [628, 62].