Finivi, Inc
Finivi, Inc. is an independent, fee-based financial planning and investment management firm located in Westborough, Massachusetts. They specialize in providing clear, actionable advice tailored to improve clients' financial lives through a range of services including financial planning, investment management, retirement planning, and estate planning.
With a commitment to empowering individuals, particularly women, Finivi offers both in-person and virtual consultations to address specific financial needs and preferences. Their approach includes a complimentary initial consultation to discuss clients' financial situations and goals, ensuring personalized strategies for achieving financial security.
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