Image by Héctor J. Rivas

Terms of Use


The text, images, graphics, sound files, animation files, video files and their arrangement on Infinity Financial Services internet sites are all subject to copyright and other intellectual property protection. These objects may not be copied for commercial use or distribution, nor may these objects be modified or reposted to other sites. Some Infinity Financial Services internet sites also contain material that is subject to the copyright rights of their providers.



We keep your personal information private and secure. When you make a purchase from our site, you provide your name, email address, credit card information, address, phone number, and a password. We use this information to process your orders, to keep you updated on your orders and to personalize your purchase experience. Our secure servers protect your information using advanced encryption techniques and firewall technology. We use "cookies" to keep track of your current purchase, to personalize your experience, and to help you retrieve your cart at any time.


Credit Cards

Infinity accepts the following forms of payment for  Financial Plans, Estate Plans and Trust Plans: PayPal, Visa, MasterCard, American Express, and Discover cards. We use to process your credit card payment securely online. There is no surcharge for using your credit card to make purchases. Please be sure to provide your exact billing address and telephone number (i.e. the address and phone number your credit card bank has on file for you). Incorrect information will cause a delay in processing your order. Your credit card or PayPal account will be charged upon completing the checkout process on our site, and you'll receive an email confirmation and invoice. We do not store your credit card information on our site.

(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.