Abstract Bridge

Grow Your Business With

Next-Level Strategies

Business Building Services


Independent financial professionals face more challenges than ever, from regulatory management to bureaucratic indifference to outdated technology. At Infinity, we give you guidance and services to streamline your operations, increase productivity, and strengthen client relationships. 

We Empower You to Thrive


Growing your business means finding reliable ways to serve clients and achieve goals. Our financial technology platform adds consistency to your daily activities, so you can perform at the highest level:

  • Client Relationship Management – leverage industry-leading Salesforce CRM to help manage every stage of the client lifecycle.

  • Marketing Support Tools – automate and deliver professional communications with our Virtual Office to keep your clients engaged.

  • Portfolio Management and Tracking – use the latest investment management applications to efficiently manage your clients’ wealth.

  • Peer-to-Peer Compliance Guidance – experience uncommon access to our Chief Compliance Officer's regulatory insight.

  • Innovative Client Services – turn prospects into clients with online ecommerce financial planning and portfolio tools.

(888) 888-5321

Copyright © 2020 Infinity Financial Services. All Rights Reserved.


212 9th Street, Suite 202

Oakland, CA 94607

(888) 888-5321

(510) 588-8000



Infinity Financial Services and Infinity Financial Services Advisory are two separate companies.  Infinity Financial Services is a member of the Financial Industry Regulatory Authority (FINRA®) and the Securities Investor Protection Corporation (SIPC). Infinity Financial Services Advisory is registered with the U.S. Securities and Exchange Commission (SEC).  Infinity Financial Services and Infinity Financial Services Advisory do not conduct investment advisory or securities business in states that are not currently registered. For a list of current state registrations, call 888-888-5321.