Finivi Inc. is a fiduciary financial advisory firm based in Westborough, Massachusetts, specializing in comprehensive financial planning, investment management, retirement planning, and estate planning. With 25 years of experience, they serve a diverse clientele including business owners, healthcare professionals, and high-net-worth individuals, pr... oviding integrated services tailored to their financial needs. The firm emphasizes thoughtful planning and disciplined investing, ensuring clients receive coordinated advice across various financial aspects. Finivi's commitment to building long-term relationships and guiding clients through life's financial decisions sets them apart in the industry. Read More

Finivi Employee Directory

Finivi corporate office is located in 1400 Computer Dr Ste 302, Westborough, Massachusetts, 01581, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Sales

Key Employees of Finivi

JS
Jaclyn Stickne...
Director, Client Services
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Finivi Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Finivi

Hundreds of professionals searching for Finivi have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

KM
Katie Moore
Email Direct
Financial Professional
United States , Massachusetts , Westborough

AR
Anat Reshef
Email Direct
Operations Planning Specialist
United States , Massachusetts , Westborough

JR
Jack Rufo
Email Direct
Financial Advisor
United States , Massachusetts , Westborough

JS
Jaclyn Stickney
Email Direct
Director, Client Services
United States , Massachusetts , Westborough

ZM
Zachary Markt
Email Direct
Financial Services Representative
United States , Massachusetts , Westborough

KJ
Krista Jansen
Email Direct
Administrative Assistant
United States , Massachusetts , Westborough

Former Employees at Finivi

Explore people who held key positions, contributed to Finivi's success, and advanced their careers.

Catherine Mattera

Director, Financial Pl... at Navien & Amaya Consult...

Worked as Director, Financial Planning

at Finivi (2017-2019)

Direct

Herbert Kyles

Senior Vice President,... at Farther

Worked as Financial Planner

at Finivi (2014-2018)

Direct

Tony Shaw

Project Manager II at OpenGov

Worked as Financial Representative

at Finivi (2017-2018)

Direct

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Vice President at REX Shares

Worked as Intern

at Finivi (2018-2018)

Direct

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Operations Coordinator at Stetco

Worked as Client Service Associate

at Finivi (2015-2018)

Direct

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Financial Advisor at CCR Wealth Management

Worked as Financial Advisor

at Finivi (2019-2022)

Direct

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Frequently Asked Questions Regarding Finivi Employees

How many employees does Finivi have?

Finivi has 11-50 employees

Who are Finivi key employees?

Some of Finivi key employees are Jaclyn Stickney

Where is Finivi located?

Finivi’s headquarters are located at 1400 Computer Dr Ste 302, Westborough, Massachusetts, 01581, United States

How do I contact Finivi?

Finivi Contact Info: Phone number: (508) 870-0440 Website: www.finivi.com

What does Finivi do?

Finivi Inc. is a fiduciary financial advisory firm based in Westborough, Massachusetts, specializing in comprehensive financial planning, investment management, retirement planning, and estate planning. With 25 years of experience, they serve a diverse clientele including business owners, healthcare professionals, and high-net-worth individuals, pr... Read More

Is Finivi a public company?

Finivi is private company therefore does not currently have an official ticker symbol

See more information about Finivi Employees