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Infinity Financial Services

Infinity Financial Services: Trusted, responsive investment guidance in Oakland.

4.5(2 reviews)
$$$
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About

Infinity Financial Services in Oakland operates from 212 9th St STE 202, Oakland, CA 94607. Client reviews praise Greg Gilbert for reliable, friendly service, prompt callbacks, and strong investment performance, with dividends supporting long-term income. The firm offers local, trusted guidance for investors seeking steady growth and personalized financial solutions.

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Location

212 9th St STE 202, Oakland, CA 94607, USA

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Services

Investment Management

Personalized portfolio management focused on generating steady dividends and long-term growth.

Retirement Planning

Comprehensive strategies to help clients build and live off retirement savings securely.

Wealth Building

Tailored financial plans to grow assets and achieve financial independence over time.

Financial Consulting

Expert advice on investment options, risk management, and financial goal setting.

Client Support

Responsive service with regular communication and callbacks to address client needs promptly.

4.50 · 2 reviews

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Evelyne Gould

via Google
· 1 year ago

We've been working with Greg Gilbert at Infinity Financial Services for 17 years. We've had great service, he always calls us back, makes good investments and we've been living off the dividends for all these years. We highly recommend this company if you're looking to invest.

K

Kapil Chandra

via Google
· 5 years ago

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