Finivi | Financial Advisors

Services Offered

• Financial planning
• Retirement planning
• Estate planning
• Investment management
• Tax-efficient portfolio optimization

About

Finivi is a financial planning firm based in Westborough, Massachusetts, specializing in fee-based financial, retirement, and estate planning strategies. The firm offers fiduciary investment management services, including retirement income portfolios designed to support clients' desired retirement lifestyles. Their team provides personalized and actionable advice, focusing on optimizing tax-efficient portfolios and structuring estate plans for legacy preservation. Finivi serves individuals and families looking for expert guidance to align their financial plans with their values.

Reviews

Location

Business Information