General Info

Welcome to the Fineberg way of approaching your financial well-being. We are built on a passion to help you live the life you want. How you ask? By closely examining and connecting all the dots that make up your world and how you wish to live in it. We examine your big picture and break it all down by your financials, assets, liabilities and risks. It is with this approach we can best design a financial road map to fit and keep you in the driverâ??s seat, helping pursue your goals. Intentionally designed as a boutique firm we tailor our services to you. Itâ??s a relationship of trust, advice, support and management through all of lifeâ??s moments...big, small, expected and the unexpected. We best serve those who desire to be treated as family.