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At Infinium Investment Advisors, our mission is to provide personalized financial guidance to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering high-quality service, providing expert advice, and helping our clients make informed decisions about their investments.
Our History
Infinium Investment Advisors was founded in 2009 by Mark Starosciak, CFP, with the goal of providing fee-only financial planning and investment management services to individuals and families. Over the years, we have grown and expanded our services to meet the changing needs of our clients. Today, we are a full-service wealth management firm dedicated to helping our clients achieve their financial goals.
Our Services
At Infinium Investment Advisors, we offer a range of services designed to help our clients achieve their financial goals. Our services include:
Financial Planning: We provide comprehensive financial planning services to help our clients create a personalized financial plan tailored to their specific needs and goals.
Portfolio Management: Our experienced portfolio managers will work with you to create a customized investment portfolio designed to meet your financial goals and risk tolerance.
Account Consolidation: We can help you consolidate your financial accounts, making it easier to track your financial situation and make informed decisions about your money.
Cash Optimization: We will work with you to optimize your cash flow, reducing waste and increasing your financial flexibility.
Retirement Planning: We will help you create a comprehensive retirement plan, taking into account your financial goals, risk tolerance, and time horizon.
Stock Option Management: We will help you manage your stock options, ensuring you make the most of your investment opportunities.
Restricted Stock Management: We will work with you to manage your restricted stock, ensuring you maximize your returns and minimize taxes.
Portfolio Risk Management: We will assess your investment risk and create a customized strategy to help you achieve your financial goals while minimizing risk.
Tax/CPA Collaboration: We will work with your CPA to ensure you are taking advantage of all available tax credits and deductions.
Lending/Debt Management: We will help you manage your debt, reducing your financial obligations and increasing your cash flow.
Why Choose Infinium Investment Advisors?
At Infinium Investment Advisors, we believe in providing personalized service, expert advice, and a collaborative approach to financial planning. Our fees are transparent, and we do not earn commissions on the products we sell. Our goal is to help our clients achieve their financial goals, not to make a profit from their financial decisions.
What Our Clients Say
At Infinium Investment Advisors, we pride ourselves on the exceptional service we provide to our clients. Here is what some of our clients have to say about their experience working with us:
- "Infinium Investment Advisors has been an invaluable resource for me. Their expertise and guidance have allowed me to make informed decisions about my investments and retirement planning."
- "I was amazed by the level of personalized service and attention to detail provided by Infinium Investment Advisors. They truly care about their clients and want to help them achieve their financial goals."
- "I have been working with Infinium Investment Advisors for several years, and their expertise and guidance have helped me achieve my financial goals. I highly recommend them to anyone seeking personalized financial planning and investment management services."
Overview
The reviews provide an exceptional experience of working with financial advisor Max, with a 5-star rating from the author, Ty Carzoli. The review highlights Max's exceptional skills, passion, and dedication to helping clients achieve their financial goals.
Expertise and Guidance
Max is described as "extremely bright" and "passionate about what he does." The author has received stellar financial advice from Max, which he believes is valuable and encouraging. The review mentions that some of Max's advice is consistent with that of other successful professionals in the field, further emphasizing his expertise.
Trust and Reliability
The author emphasizes the importance of building trust with a financial advisor, implying that this is a crucial aspect of their profession. Max is described as someone who is trustworthy, and the author is confident that his partner shares the same level of expertise and integrity.
Conclusion
Overall, the review presents a glowing recommendation for Max, highlighting his exceptional skills, passion, and dedication to helping clients achieve their financial goals.
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