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If you’re ready to start or grow your small business, where will the money come from? Whether you’re beginning your journey as a small business owner or are looking for money to expand, crowdfunding might be the answer. Combining social media and the right platform, it can help you raise funds through friends, family, customers,…
Have you ever wanted to invest in art? Were you deterred by the high cost to buy a single piece, by not knowing what to invest in, or by concerns about how to store or display it properly to preserve its value? These are key reasons why many people haven’t invested in art, but art…
If you’re approaching retirement age or planning to file for Social Security in 2019, there are some changes to the program that you need to know. Understanding how you can qualify, when you should file, and what benefits to expect can help make you make a more informed claiming decision, and better prepare you in…
Getting a divorce is one action that quarreling spouses might agree. However, there are possible situations when you want to sever the tie, but your spouse insists on staying married. What can you do if your partner won’t give you a divorce? First of all, no one can force you to stay married. Your spouse…
After 30 years or so helping dozens of UMass Memorial Healthcare employees better understand their retirement options, I thought I would share the three most common concerns I hear from many of them and hopefully by doing so, if you have these same or similar concerns, you will get a better understanding of how to…
Bitcoin’s value has ranged from less than a penny to nearly $20,000 since its inception a little over ten years ago now. Within the last year alone, bitcoin’s value has fallen from $11,000 to a low of around $3,500. Many other digital currencies and tokens, which are referred to as “ALT coins” have seen their…
One of the cypherpunks’ original goals when developing digital money was to operate outside of government control, but the Internal Revenue Service has put a big damper on that possibility as we will discuss below. People who hold crypto largely for ideological reasons can still take a chance on evading taxes, and they may succeed….
You’re savvy enough to know that you need an attorney to counsel you about your divorce. The first step is selecting a divorce professional. If your divorced friends were satisfied with their legal representation, you could ask them for their lawyer’s contact details. Keep in mind that each case is unique. Just because your friend…
Finivi is an independent, fee-based financial planning and investment management firm founded in 2001. We're located just outside of Boston in Westborough, MA.
HOME | WHO WE ARE | WHAT WE DO | WHAT TO EXPECT | BLOG | CONTACT USFinivi Inc.
1400 Computer Drive Westborough, MA 01581
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Office: (508) 870-0440
Toll-free: (800) 530-6635
Fax: (508) 898-3097
Email: info@finivi.com
Fun Facts About Me
When he is not researching the next great stock to add to client portfolios, you can find him travelling frequently with his family to Jackson Hole Wyoming.
Fun Facts About Me
Steve would tell you that one of the best parts of the day is spent talking to clients and relationships that result from it. When away from the office, he loves to travel the back roads of New England enjoying all the great sites that can be found off the beaten path.
Fun Facts About Me
When not managing client portfolios, Fred can be found relaxing with family and friends.
Fun Facts About Me
Fun Facts About Me
When not caring for her clients Cathy enjoys relaxing in her yard at home.
Fun Facts About Me
When Katie is not busy taking care of her clients, she spends her time being a mom to her two little ones, Owen and Isla.
Fun Facts About Me
When Herbert isn't reviewing your portfolio or assisting you with your financial well-being you can probably find him relaxing with friends.
Fun Facts About Me
Loves spending time with 2 daughters and enjoys participating in 5k obstacle races throughout the year.
Fun Facts About Me
When not cheering for the Patriots Donna spends her free time travelling throughout the U.S. looking for new haunted places to explore. She loves wearing her cowboy hat and boots when travelling out west.
Fun Facts About Me
Fun Facts About Me
Fun Facts About Me
When away from the office, Cathy enjoys working out and participating in the 26.2 mile Jimmy Fund Marathon Walk each September.
In his free time, Matt likes to hike, camp and travel with his wife Gina.
When not helping clients, Justin enjoys spending time with his wife and family while settling into his new home.
In Nicole’s spare time, she enjoys outdoor activities with her four kids such as sports, hiking, boating and fishing. She also loves to volunteer her time in helping organizations fundraise such as the American Diabetes Association.
When Rana is not helping clients with their financial needs, she spends her time with her family traveling, hiking and running.
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