Infinity Financial Services is a national, independent Investment and Wealth Management firm, founded with a vision: help enterprising financial professionals to grow truly independent, successful practices, leveraging leading-edge technologies and firm support.
Based in Oakland, California, with branch offices around the U.S., Infinity's financial professionals offer an array of asset management, brokerage, insurance, financial planning, benefit plan, insurance, and risk management services.Infinity continues to grow because of our commitment to our financial professionals and investors.
Based in Oakland, California, with branch offices around the U.S., Infinity's financial professionals offer an array of asset management, brokerage, insurance, financial planning, benefit plan, insurance, and risk management services.Infinity continues to grow because of our commitment to our financial professionals and investors.
Services
Ever since launching Infinity Financial Services in 2007, our vision has been to be the independent firm that passionate, growth-oriented financial professionals are excited to join, to serve clients in the right way. At Infinity, we strive to ensure that you enjoy professional fulfilment and career, while meeting all regulatory requirements to keep your practice and the firm in good standing.
Infinity Financial Services branded financial professional - you use our firm branding and leverage our well-established infrastructure-including our email services, business cards, and letterhead. Maintain your own office, or consider joining us in our offices in Oakland, California.
Infinity Financial Services advisor/branch manager - in this dual role, you can consider bringing in-house representatives onboard to affiliate with us and grow your business.
Infinity Financial Services advisor/branch manager - in this dual role, you can consider bringing in-house representatives onboard to affiliate with us and grow your business.
Our flexible independent experience is built for financial professionals seeking the right balance of freedom and support. We offer a smooth transition to our firm, practice models that fit your style, and veteran managers who have your back.* Every financial professional's practice is different, so we tailor the transition process to fit your unique needs.
Independent financial professionals face more challenges than ever, from regulatory management to bureaucratic indifference to outdated technology. At Infinity, we give you guidance and services to streamline your operations, increase productivity, and strengthen client relationships. Client Relationship Management - leverage industry-leading Salesforce CRM to help manage every stage of the client lifecycle.
A written business plan articulates your vision for your practice. It establishes specific, measurable sales and marketing goals and objectives, to which you hold yourself and team accountable. It includes action steps consistent with your practice strengths and weaknesses relative to your competition.
Reviews (2)
Business Inc
Aug 17, 2020
Report
Critical: Professionalism, Quality, Responsiveness, Value
Greg Gilbert is a con artist who rips off clients and has a history of compliance issues. He recruits brokers to do his dirty work since he has a mitigation of lawsuits for unscrupulous unprofessionalism. Run do not walk away as fast as possible from this company.
Greg Gilbert is a con artist who rips off clients and has a history of compliance issues. He recruits brokers to do his dirty work since he has a mitigation of lawsuits for unscrupulous unprofessionalism. Run do not walk away as fast as possible from this company.
Eliza Nowak
Aug 07, 2020
Report
