finivi is an independent, fee-based financial planning and investment management firm founded in 2001. From our corporate office just outside of boston, in the classic new england town of westborough, massachusetts, we serve a diverse clientele throughout the country.
Finivi is an independent, fee-based financial planning and investment.
As fee-based financial and investment advisors, finivi offers personalized, actionable advice designed.
Specialties aspencross wealth management is an independent, fee-based financial planning and investment management firm singularly focused on helping you learn how to best use your money to improve your life and the lives of those around.
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We are an independent sec-registered investment advisor and financial planning firm founded in 2001. From our main office just outside of boston, in the classic new england town of westborough, massachusetts, we serve a diverse clientele throughout the country. Fiduciary care when youre choosing a financial advisory firm, we know it comes down to trust in a company and its people.