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. 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://tinyurl.com/4vzsyeda https://tinyurl.com/56sbhwxx Privacy policy: https://shorturl.at/HQypm We are strongly committed to diversity and equal opportunity.