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. Financial advisors who join Infinity enjoy an open architecture work environment focused on individual responsibility, not overbearing scrutiny. We guide and collaborate with our professionals, providing the peer-to-peer support they need to succeed. We are large enough to provide a powerful, flexible virtual office technology platform, and small enough to support a personalized growth experience for each person and team.
Our Values
Trust: We're open, honest and trustworthy with everyone who works with us.
Excellence: We deliver what we promise and aim for added value in all that we do.
Intelligence: We leverage our deep understanding of the marketplace, and advisor and client needs, to help them achieve results they seek.
Integrity: We do the right thing in all circumstances and honor moral, ethical, and professional values.
Diligence: We give proper attention and care to each task, staying focused and supporting our financial professionals' and their clients' needs.
Introspection: We seek to constantly improve our efforts, pro-actively use feedback, and achieve ever-improving outcomes.
Get to know us by visiting our web site at infinitysecurities.com. To get in touch, contact Greg Gilbert, CFP®, President and CEO, at (866) 682-0671, (510) 588-8000, or info@8financial.com.
Company Details
- Employees
- 53
- Founded
- -
- Address
- 212 9th Street, Suite 202, Oakland,ca 94607,united States
- Phone
- +1-888-888-5321
- in****@****ies.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- infinitysecurities.com
- Keywords
- Financial Planning, Wealth Management, Asset Management, Retirement Planning, Education Funding, Insurance & Risk Management, Estate Planning, Budgeting (Spending/Saving), Retirement Plan Advisory Services, Succession Planning, Tax Planning.
- HQ
- Oakland, CA
Infinity Financial Services Questions
Infinity Financial Services's helpline number is +1-888-888-5321
Infinity Financial Services's website is infinitysecurities.com
Infinity Financial Services's LinkedIn profile is https://www.linkedin.com/company/infinity-financial-services
Infinity Financial Services has
53 employees.
View email and phone details for 53
employees at Infinity Financial Services.
Infinity Financial Services's industry is
Financial Services
Infinity Financial Services's top competitors are
Bsi Financial Services,
Infinity Financial,
Security Financial Services,
Lensa,
Infiniti Financial Services,
Vhc Health,
Lxg Capital,
Premier Marketing, Llc,
Lpl Financial,
Citi.
Infinity Financial Services's support email address is info@infinitysecurities.com
Infinity Financial Services's categories are Financial Services
Infinity Financial Services's founding year is 2007
