Infinity Strategic Partners, LLC

Infinity Strategic Partners, LLC

Financial Services 500 Skokie Blvd 14 employees
Employees
14
Contacts
2
Emails
2
Phones
1

Infinity Strategic Partners, LLC Overview

Headquarters
500 Skokie Blvd
Industry
Financial Services
Employees
14
Founded
2011
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Infinity Strategic Partners, LLC

Infinity Strategic Partners consults with individuals, families, small to mid-size businesses and their leaders on various aspects of financial planning. Ranging from asset protection, wealth management, risk management, retirement planning, college funding and business retirement benefits. Infinity Strategic Partners works closely with clients to "Live for Today, Plan for Tomorrow." Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Infinity Strategic Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE-159029 (03/21) (exp 03/25)

Infinity Strategic Partners, LLC Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
1
33.3% coverage

Infinity Strategic Partners, LLC Org Chart

Sample employees and titles
Name Title Contact
Brian Fisher, Cdfa® Relationship-based Advising, Helping Clients Invest with the Guidance of Someone Who Truly Cares About Your Money - and Above All - You.
Email
Pamela Meyer Executive Assistant at Infinity Strategic Partners, Llc
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Wendy Baum, Cpa, Jd, Cdfa Partner, Infinity Strategic Partners, Llc
Email Phone

Employees by Management Level

Individual contributor 7 profiles
Associate / junior 4 profiles

Department Contact Coverage

Department Contacts Email Phone
General 4 4 1
Executive 1 1 1
Finance 1 1 0

Infinity Strategic Partners, LLC Tech Stack

Data / AI 1 profile

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