Case Studies

People from all walks of life, in a wide variety of financial situations, and with a diverse range of needs come to us at Infinity to help them plan and invest wisely for the future.

Following are just a few examples of the types of people who walk through our door, along with a sampling the types of information we collect about their personal circumstances, financial situation, and short- and long-term goals.

Do you have questions about financial planning, investments, insurance, retirement planning, or estate planning? Call or email us today.

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Blogs we read:
The New York Times' Dealbook
Aaron Krowne's Wall Street Examiner
Business Management ABC's
Guidant Financial Blog
David Winton: Bay Area Real Estate Law
Erin McCune: Forte Financial

Hear Bruce & other clients talk about their experience with Infinity »

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Note: The Infinity clients featured on this website were not compensated for their input; their testimonials may not be representative of the experiences of other clients and are not indicative of future performance, results, or success.

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Infinity Financial Services
1624 Franklin Street, Suite 1001
Oakland, CA 94612-2824

510.628.0671
866.682.3888 (toll-free)

info@8financial.com