Network·Family Office
📍 OAKLAND, CA
SEC CRD #801-117719
--> Independent Wealth Management | Infinity Financial Services | Oakland top of page Client Login Advisor Login Financial Professionals, are you ready to grow? Book A Consultation Wealth Management That Puts Your Interests First. Infinity Financial Services is a national hybrid broker-dealer and RIA, supporting financial advisors with streamlined, secure back-office solutions. We help wirehouse advisors transition to independence, assist regional advisors in moving firms, and serve independent representatives nationwide. Our services include asset management, brokerage, insurance, financial planning, benefits planning, and risk management. Contact us to learn more about our advisor transition support and customized practice management solutions. Join Infinity Stay an independent financial advisor but be backed by Infinity s robust set of business tools found at top independent broker dealers It s never been easier to work with clients remotely, to transition to an RIA, or streamline your hybrid business model. Find An Advisor Find a financial advisor you can trust. Our national network of professionals is here to guide you through wealth management, investments, estate planning, and so much more. Learn More Get advice on market trends, retirement planning, and support. Stay abreast of the latest financial regulations and learn the best ways to manage your funds. About Infinity Financial Services Infinity Financial Services is a national hybrid broker dealer and registered
GREGORY GILBERT
PRESIDENT & CHIEF COMPLIANCE OFFICER
📞 (510) 588-8000
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AUM
$174M
Location
OAKLAND, CA
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