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VerifiedFinancial Services· Founded 2007

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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HeadquartersOakland, United StatesEmployees57(51 to 200)Annual revenue$1M to <$10MFounded year2007Websitejoininfinity.comLinkedIn profileLinkedIn

Verified contacts

34

available on Kipplo

LinkedIn employees

57

51 to 200 range

Open roles

no listings

Distinct roles

28

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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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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