Creative staffing for tomorrow's needs today.
Infinity Financial Services is a national hybrid broker-dealer and registered investment advisory firm. We are dedicated to providing unparalleled support to financial advisors, allowing them to spend more time working with their clients. Our platform is designed to streamline business operations in a secure and efficient environment. We cater to wirehouse advisors transitioning to independence, regional advisors moving firms, and independent financial advisor representatives nationwide.
Our comprehensive suite of services includes asset management, brokerage, insurance, financial and benefits planning, and risk management. At Infinity Financial Services, we believe in empowering our advisors with leading-edge technology and tools, enabling them to deliver superior service and support to their clients.
Leading-Edge Technology
We leverage the most innovative and advanced technology to help financial advisors stay connected, manage their clients' finances securely, and streamline day-to-day business tasks. Our platform provides digital tools such as remote meetings, electronic signatures using DocuSign, and real-time access to account reports. Our technology stack includes partnerships with top software providers for independent broker-dealers and Registered Investment Advisors (RIAs) to offer a seamless user experience for both advisors and clients.
Spend More Time Advising
At Infinity Financial Services, we are committed to optimizing your practice and customizing it to your specific needs. We provide the support, resources, and technology to help you spend more time advising your clients and less time on operations. We proudly offer a hybrid RIA, hybrid broker-dealer, or independent RIA business model, according to your unique preferences and requirements.
Efficient and Easy Access
Our digital platform offers scalability for your business, allowing you to advise clients from anywhere in the world. We enable you to provide secure, transparent, and personalized services, while maintaining the highest levels of security and privacy.
Private and Secure
Infinity Financial Services employs a robust, cloud-based management system for secure client communication and paperless e-processing. We are committed to providing top-notch security and privacy measures, ensuring your clients' sensitive information remains confidential and secure over the life of the investment.
Join Infinity Financial Services
At Infinity Financial Services, we invite financial professionals to join our firm and experience the benefits of a technology-driven platform. We are dedicated to providing customized practice management, business growth support, and the resources needed to take your business to the next level. If you're ready to optimize your practice and grow, book a confidential consultation with Gregory B. Gilbert, CFP(r), President and CEO of Infinity, to learn more about our highly customizable support services.
Warning: Red Flags Ahead
Business Inc.'s review is a stark warning about Greg Gilbert, a supposed business partner who allegedly engaged in shady practices. The reviewer condemns Gilbert for being a "con artist" who takes advantage of clients and has a troubled history of regulatory issues. According to the reviewer, Gilbert recruits brokers to do his bidding, possibly to avoid lawsuits for his questionable business tactics.
Unprofessional Conduct
The reviewer highlights Gilbert's lack of professionalism, citing his refusal to adhere to ethical business standards. By using brokers to facilitate his illegal activities, Gilbert is able to avoid direct responsibility, further compromising his credibility and integrity.
Beware of This Company
The reviewer strongly advises others to steer clear of this company, urging readers to avoid engaging with Gilbert and his associates at all costs. The review serves as a cautionary tale about the importance of due diligence when conducting business with individuals or companies.
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