@finivi.com
Finivi is an independent, fee-based financial planning and investment management firm founded in 2001.
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Eric C. Jansen is the proud founder of Finivi, an independent and fee-based financial planning and investment management firm, established in 2001. Located in Westborough, Massachusetts, just outside of Boston, our corporate office serves a diverse clientele throughout the country.
At Finivi, our team of expert financial advisors provides clear, actionable advice designed to help improve your life. We offer a comprehensive range of services to cater to your unique needs and preferences. Whether you prefer in-person or virtual planning, we provide both options, ensuring you receive the utmost convenience.
Our services include financial planning, investment management, retirement planning, estate planning, socially responsible investing, and even divorce financial planning. Before committing to our services, we offer a complimentary and no-obligation initial consultation. During this session, we'll discuss your current financial situation, goals, and concerns.
We'll provide honest feedback on how we can help you achieve your objectives and overcome any financial challenges you may be facing. Schedule your free consultation now and take the first step towards securing your financial future with Eric C. Jansen and Finivi
Company Type
Privately Held
Company Size
11-50
Year Founded
2001
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