Infinity Financial Services

Infinity Financial Services is a national hybrid broker-dealer and Registered Investment Advisory (RIA) firm dedicated to providing comprehensive wealth management and streamlined back-office solutions for financial advisors. The firm’s core mission is to enable advisors to maximize their time spent with clients by providing robust support and a modernized wealth management platform. Infinity caters to a diverse range of professionals, including wirehouse advisors transitioning to independence, regional advisors moving firms, and existing independent representatives nationwide.

The company offers a powerful platform designed for scalability, efficiency, and security:

• Practice Management Solutions: Infinity supports various business models, including hybrid RIA and hybrid broker-dealer structures, and offers customized practice management solutions tailored to the individual needs of advisors, making the transition to independence smooth and fully supported.
• Comprehensive Service Array: The firm’s offerings span a full spectrum of wealth management services, including asset management, brokerage, insurance, financial planning, benefits planning, and risk management.
• Digital and Security Infrastructure: Infinity leverages a robust, cloud-based management system featuring a digital platform, centralized document management, and paperless e-processing. This secure environment ensures private and efficient communication with clients over the life of the investment.
• Transparency and Reporting: Advisors gain access to powerful analytics capabilities to generate accurate and intuitive portfolio reports, ensuring transparency and keeping clients well-informed about their investments, diversification potential, and returns.

By partnering with Infinity Financial Services, independent advisors are backed by a robust set of business tools and dedicated support, allowing them to focus on delivering high-level advice to their clients while the firm handles operational complexities. Located in Oakland, California, Infinity is committed to optimizing practices and providing the support necessary for advisors to take their business to the next level.

Contact Info:

Address: 212 9th Street, Suite 202, Oakland, CA 94607
Phone: (510) 588-8000
Email: info@infinitysecurities.com
Website: www.infinitysecurities.com