Infinity Financial Services
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) or info@8financial.com.
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Verified contacts
34
available on Kipplo
LinkedIn employees
57
51 to 200 range
Open roles
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no listings
Distinct roles
28
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
34 contacts with verified email or phone · masked until revealed.
- MR
Mario R. Reina
Financial Advisor, Registered Principal · Finance & Accounting
EmailPhone - VY
Vincent Yang
Registered Principal · Finance & Accounting
EmailPhone - WO
William O. Wright
Registered Principal · Finance & Accounting
EmailPhone - RB
Robert Blaine
Advising Clients on Retirement and Improving their Lives on their Terms · Finance & Accounting
EmailPhone - DG
Doug Grau
Financial Advisor Investment Advisor Representative · Finance & Accounting
EmailPhone - GH
Greg Hanshew
Personal Financial Advisor · Finance & Accounting
EmailPhone - LC
Lisa Claycomb
Financial Advisor · Finance & Accounting
EmailPhone - MH
Michael Hug
Independent Financial Advisor · Finance & Accounting
EmailPhone - SL
Steve Lee
Associate · Finance & Accounting
EmailPhone
Showing 9 of 34 verified contacts
Top roles at Infinity Financial Services
28 distinct titles indexed · top 10 shown.
- 3financial advisor
- 2consultant
- 2independent financial advisor
- 2registered principal
- 1()
- 1accountant
- 1accounting assistant bookkeeper
- 1advising clients on retirement and improving their lives on their terms
- 1analyst
- 1associate
- +18more titles
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