Infinity Financial Services
212 9th Street, Oakland, CA 94607
Hours open
Monday:
6:00 AM - 5:00 PM
Tuesday:
6:00 AM - 5:00 PM
Wednesday:
6:00 AM - 5:00 PM
Thursday:
6:00 AM - 5:00 PM
Friday:
6:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Infinity Financial Services, located in Oakland, California, is a leading finance institution that is revolutionizing the way financial advisors operate. With a focus on eliminating paper-based processes and automating applications, Infinity Financial Services offers a streamlined platform for advisors to efficiently manage client investments. The institution boasts a market-leading investment in technology, providing a user-friendly interface and a wide range of services including asset management, insurance, and risk management.
Infinity Financial Services caters to a diverse range of financial advisors, from wirehouse advisors transitioning to independence to independent financial advisor representatives nationally. The institution provides support for advisors looking to work remotely, transition to a Registered Investment Advisor (RIA), or streamline their hybrid business model. With a strong emphasis on security and advanced technology, Infinity Financial Services offers a comprehensive suite of online tools to help advisors stay connected and manage client finances effectively.
By partnering with Infinity Financial Services, financial advisors can focus on working with their clients while the institution takes care of day-to-day business tasks. The platform offers scalability and flexibility, allowing advisors to provide personalized service to high-net-worth clients and access powerful analytics capabilities to prove their worth to investors. Additionally, Infinity Financial Services provides support for advisors looking to transition to a hybrid RIA or broker dealer model.
To learn more about the benefits of joining Infinity Financial Services, interested parties can book a confidential call and demonstration with Gregory B. Gilbert, CFP(r), the President and CEO of the institution. By signing up for the mailing list, individuals can stay informed on market trends and investment strategies. Infinity Financial Services is a member of FINRA® and SIPC, ensuring compliance with regulatory standards.
Reviews
"Greg Gilbert is a con artist who rips off clients and has a history of compliance issues. He recruits brokers to do his dirty work since he has a mitigation of lawsuits for unscrupulous unprofessionalism. Run do not walk away as fast as possible from this company."
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