We take a team based approach in working with you that leverages the extensive resources of the firm and the collective experience of our diverse and talented team of associates that represent a combination of experience, backgrounds, degrees and professional designations. Finivi is an independent, fee-based financial planning and investment management
Chris S. —
Horrible employees. Unprofessional. These people cannot be trusted. Employees tried to hide owners contact info. Refused
Welcome, we're Whittier, a financial organization in St. Paul, Minnesota. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your
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