Financial Protection for Life-Saving Needs

Get advice you can trust from your personal advisor! Your finance is our responsibility!

About us

We were founded in 2004 to let people use our workplace solutions to help their employees with personalized financial guidance. We provide objective, fee-based advice and asset management, with an aim to help you build a better financial future, plain and simple.

Detail

We maintain leadership positions in each of our core business segments: Advice & Wealth Management, Asset Management, and Protection

Discover the value of working with an advisor and a firm committed to helping you live the full and rich life you deserve

Art of our strength as a company comes from the strength of our leadership—an experienced and long-tenured team

What we offer

Consultation

Finvizor represents a range of services based on our understanding of business needs and designed to address them directly.

Consultation

Take a no-risk step today by exploring whether you should outsource accounting, payroll, bookkeeping, and other financial responsibilities.

Consultation

We are here to answer your questions regarding legal issues you had to face. Legal consultation is your way to resolve all the issues with no worries.

Our results

We are happy to share with you our achievements and progress!

150 Happy Clients

30 Professional Financial Advisors

10 Years Experience

Testimonials

Tod Stevens

FarmPrix, Sales Manager

I hired Finvizor for my mother. Last year she retired and we needed to study all the options and banking rates. Finvizor looked at our case very carefully and provided with several ways of output. I will get back to them again and recommend their service to my friends!

Amy Staples

HandyMade, Entrepreneur

Finvizor is a great team of professionals! I regularly hire them and I’m very pleased with their good attitude and wide-range spheres. They helped me to resolve many issues and gave my effective and useful tips for my business.

Adam Smith

Digicom, Manager

I am very grateful Finvizor for their attention to my financial problem and their professional attitude to my case. I needed help to resolve misunderstandings with my bank and I couldn’t do it my myself. Finvizor is a place where I received qualified help!

Ashley Sims

Craft Studio, Owner

Excellent service and good job! I am a business owner and I hired a financial advisor who studied my financial statements and helped me to understand new taxation system. Now I know where to go if I have any issues with my finance!