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At Infinity Financial Services, We Respect Your Privacy

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us.This information can include:

  • Social Security number and

  • Account Balances and AccountTransactions

  • Name and Address

When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Infinity Financial Services chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

Do IFS/IFSA share?

Can you limit sharing?

For our everyday business purposes —

such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

For our marketing purposes — 

to offer our products and services to you

For joint marketing with other financial companies

For our affiliates’ everyday business purposes —

information about your transactions and experiences

For our affiliates’ everyday business purposes —

information about your creditworthiness

For our affiliates to market to you

For nonaffiliates to market to you

Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
No
No
No
No
Questions?

Call 866-682-3888

Who are we

Who is providing this notice?

Infinity Financial Services (IFS) and/or Infinity Financial Services Advisory (IFSA).

What we do

How does IFS/IFSA collect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured fi les and buildings.

How does IFS/IFSA collect my personal information?

We collect your personal information, for example, when you

  • Open an account or provide account information

  • Make deposits or withdrawals from your account

  • Give us your contact information

We may also collect your personal information from others such as credit bureaus, affiliates, or other companies.

Why can't i limit all sharing?

Federal law gives you the right to limit only 

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness 

  • affiliates from using your information to market to you 

  • sharing for nonaffiliates to market to you 

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies. 

  • Mar Vista Insurance Agency.

Non-affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • IFS/IFSA do not share information with non affiliates so they can market to you.

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • IFS/IFSA do not jointly market.

Other important information

This privacy notice applies to individual consumers who are current or former customers. This notice replaces all previous notices of our consumer privacy policy, and may be amended at any time. We will keep you informed of changes or amendments as required by law.

Privacy Policy PDF

(888) 888-5321

Copyright © 2020 Infinity Financial Services. All Rights Reserved.

INFINITY FINANCIAL SERVICES

212 9th Street, Suite 202

Oakland, CA 94607

(888) 888-5321

(510) 588-8000

info@infinitysecurities.com

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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.