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 InsuranceMonetary 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 | Location | 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. | Franklin, Tennessee, United States |
Email
|
| Pamela Meyer | Executive Assistant at Infinity Strategic Partners, Llc |
View
|
|
| Wendy Baum, Cpa, Jd, Cdfa | Partner, Infinity Strategic Partners, Llc | Deerfield, Illinois, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
7 profiles
Associate / junior
4 profiles
Department Contact Coverage
| Department | Contacts | 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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