Infinity Financial Services
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- Infinity Financial Services is a national independent FINRA broker/dealer and registered investment advisor based in Oakland, CA. Our growing firm includes 52 branch offices across the U.S., employing skilled professionals and modern planning techniques. We offer our clients the convenient online services usually associated with big robo-advisors, combined with the personal attention of a trusted advisor. We Elevate the Financial Planning ExperienceInfinity created Elevate Services on infinitysecurities.com to simplify the way clients manage their financial lives. They can pick from five affordable Elevate Financial Plans, pay online, and collaborate with a dedicated advisor. Our free portfolio analysis app lets them link accounts online, review portfolio fees, and receive unbiased advice. If clients invest with us, we activate this powerful tool to track and manage accounts all in one place. Elevate Services help advisors and their clients interact more easily and meaningfully.We Give Our Advisors the Freedom and Support to ShineWere looking for talented brokers and money managers who crave independence. Advisors who make the move to Infinity will find a work environment focused on individual responsibility, not overbearing scrutiny. We provide consistent coaching to help advisors develop a strong client base and back it up with our established brand, advanced technology, and marketing support. Find Out More About Infinity Financial ServicesOur mission is to help change peoples lives with sound financial planning advice, experienced wealth management, and online tools that simplify the entire process for both clients and advisors. Get to know us by visiting our web site at infinitysecurities.com. Financial advisors can learn more about practice moves, management, and support at joininfinity.com. To get in touch, contact Greg Gilbert, CFP®, President, at (866) 682-0671, (510) 588-8000, or info@8financial.com.
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Headquarters:212 9th Street Suite 202, Oakland, California, United States
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Phone Number: +1 510-628-0671
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Website: https://www.infinitysecurities.com
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Employees:31
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Revenue:$1 - 10M
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Legal Name:Infinity Financial Services
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Infinity Financial Services
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Where are Infinity Financial Services's Headquarters?
Infinity Financial Services's Headquarters are in 212 9th Street Suite 202,Oakland,California,United States
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What is Infinity Financial Services's phone number?
Infinity Financial Services's phone number is +1 510-628-0671
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What is Infinity Financial Services's official website?
Infinity Financial Services's official website is https://www.infinitysecurities.com
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What is Infinity Financial Services's Revenue?
Infinity Financial Services's revenue is $1 - 10M
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What is Infinity Financial Services's NAICS code?
Infinity Financial Services's NAICS code is 523930
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How many employees are working in Infinity Financial Services
Infinity Financial Services has 31 employees
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What is Infinity Financial Services's Industry?
Infinity Financial Services is in the industry of Financial Services
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Who is Infinity Financial Services's CEO?
Infinity Financial Services's CEO is Trevor Benson