Infinity Financial Services

Infinity Financial Services

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SerdenID : PRO-20251205-18726

About Company

Infinity Financial Services is a national hybrid broker-dealer and registered investment advisory firm that supports financial advisors with streamlined, secure back-office solutions. The company specializes in assisting wirehouse advisors transitioning to independence, regional advisors moving firms, and independent representatives nationwide. Infinity offers a comprehensive suite of services including asset management, brokerage, insurance, financial and benefits planning, and risk management. The firm leverages leading-edge technology to enable advisors to meet with clients remotely, provide digital signatures, and access secure, cloud-based management systems. Infinity Financial Services aims to help advisors spend more time advising clients and less time on operations by providing scalable, transparent, and secure tools to manage client finances and grow their practices.

Service Category

Financial Planner

Area Served

Oakland

Contact Info

Address

212 9th St STE 202, Oakland, CA 94607

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