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)
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Verified contacts
15
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
57
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- AD
Ashlie Dallas
Administrative Assistant · Operations
EmailPhone - KI
Kristy Ihle
Registered Sales Assistant · Sales & Business Development
EmailPhone - PM
Pam Meyer
Executive Assistant · General Business & Management
EmailPhone - BS
Brad Steinback
Partner · General Business & Management
EmailPhone - WB
Wendy Baum
Partner · General Business & Management
EmailPhone - TP
Talita Patti
Director of Operations · Operations
EmailPhone - JB
Jordan Baum
Strategy Consultant · General Business & Management
EmailPhone - MR
Michael Resnick
Wealth Advisor · Finance & Accounting
EmailPhone - EP
Eleni Patel
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Infinity Strategic Partners, Llc
10 distinct titles indexed · top 10 shown.
- 3executive assistant
- 2financial advisor
- 2partner
- 1administrative assistant
- 1director of operations
- 1financial planning & data analyst
- 1investment operations
- 1registered sales assistant
- 1strategy consultant
- 1wealth advisor
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