Infinity Financial Services is an independent FINRA broker/dealer and registered investment advisor based in Oakland, California, with 52 branch offices around the The firm was founded in January, 2007 by Greg Gilbert and James Simos, wirehouse colleagues who had a vision to create an innovative, independent, advisor-driven firm.
We offer asset management, brokerage, insurance, and an array of financial planning and benefit plan advisory services. Our clients enjoy the convenient online services usually associated with big robo-advisors, combined with the personal attention of a trusted advisor.
We continue to grow because of our commitment to clients and financial advisors. Financial professionals who make the move to Infinity will find a work environment focused on individual responsibility, not overbearing scrutiny. We give our advisors the peer-to-peer support they need to succeed.
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