How We Stand Out
Experienced Certified Financial Planners (CFP) Serving the Bay Area, California, and Beyond
From the wide range of services we provide to the customized manner in which we provide them, Infinity Financial Services is focused on you. What you want to achieve now. What your plans are for the future. What investment opportunities you would benefit from knowing about. How much you want to be involved in the day-to-day management of your account. And which way of working with us works best for you.
Here are a few things you’ll want to know about working with Infinity Financial:
We’ve heard from clients served by large financial institutions that they weren’t always happy with how the organization was trying to meet their needs. That’s why when we created our company, we made a commitment to providing our services in a manner that resonates with you. We recognize and value you as an individual and carefully listen to what you’re looking to achieve personally and financially. Our mission is to make your goals a reality and do it in a way that feels right to you.
We’re large enough to offer you all the comprehensive financial planning and investment solutions available from a large firm, but small enough to offer personalized service that is tailored to your needs.Whether you’re a seasoned investor with a large, extensive portfolio who needs full-service attention, or are just starting out and need additional assistance to understand your investment options, you’ll find us ready and able to provide what you’re looking for in an investment firm. We invite questions, want you to bring your ideas in for discussion, and want you to fully understand your options before we proceed.
Infinity Financial is a hybrid broker-dealer, which, in short, means you can set up a commission-based working relationship or a fee-based investment management arrangement (most firms only offer one of these options). This flexibility allows you to choose how you’d like to work with us now—and as you move into the future. To find out more about what a hybrid broker-dealer is and how being a client of this type of investment firm can benefit you, click here.
Most importantly, we really focus on ways we can help you turn our helpful information into fruitful action—because taking action and remaining vigilantly attentive to your financial plan and investments are the keys to helping you ensure your financial stability and future.
