Business Details
19 Years
experience
Trusted Financial Advisers in Oakland, CA
Infinity Financial Services is a national hybrid broker-dealer and registered investment advisory firm dedicated to empowering financial advisors through innovative technology and comprehensive back-office support. Founded in 2007, we specialize in facilitating seamless transitions for wirehouse advisors seeking independence, regional advisors relocating firms, and independent representatives nationwide. Our platform integrates advanced tools like Docupace and Salesforce CRM to streamline operations, enabling advisors to prioritize client relationships over administrative tasks.With a focus on trust, excellence, and technological innovation, we provide services including asset management, brokerage, insurance, financial planning, and risk management. Our mission is to help advisors build thriving, independent practices while maintaining strict compliance and offering personalized solutions tailored to their unique needs.
Services
Asset Management
Brokerage
Insurance
Financial Planning
Risk Management
Benefits Planning
Estate Planning
Retirement Advisory
Variable Life Insurance
Alternative Investments
Details
- Year established: 2007
Highlights and features
- We offer 17+ years of experience in financial advisory support since 2007.
- Our platform integrates Docupace and Salesforce CRM for seamless operations.
- Customized transition packages for wirehouse and regional advisors.
- Secure, cloud-based tools for compliance and client communication.
- Nationwide network of independent financial advisors with personalized support.
Associations and certifications
- FINRA
- SIPC
- U.S. Securities and Exchange Commission
Services
Asset Management
Our asset management services provide tailored investment strategies to grow and protect client portfolios. We utilize advanced analytics and market insights to create diversified solutions aligned with individual financial goals, ensuring long-term stability and returns for high-net-worth clients.
Brokerage
Infinity offers comprehensive brokerage services with access to a wide range of investment products. Our platform supports efficient trade execution, portfolio diversification, and real-time market data, empowering advisors to deliver optimal outcomes for clients while maintaining compliance with regulatory standards.
Financial Planning
We provide holistic financial planning solutions covering retirement, estate, and tax strategies. Our advisors use cutting-edge tools to develop personalized roadmaps, ensuring clients achieve long-term financial security while adapting to evolving market conditions and life milestones.
Risk Management
Our risk management services identify and mitigate financial vulnerabilities through customized insurance products. We assess client needs to design protection strategies against unforeseen events, safeguarding assets and ensuring business continuity for individuals and enterprises.
Advisor Transition Support
We specialize in seamless advisor transitions with tailored onboarding processes. Our team streamlines regulatory compliance, client communication, and operational setup, minimizing disruption while enabling advisors to maintain client trust and business momentum during firm changes.
People
Gregory B. Gilbert
President, CEO, and CCO
Gregory B. Gilbert founded Infinity Financial Services in 2007 after 20+ years in financial advisory roles at Merrill Lynch and LPL Financial. A CFP professional with Series 24, 7, 53, 4, and 66 licenses, he focuses on empowering advisors through technology and compliance support.
Questions
What services does Infinity Financial Services offer?
We provide asset management, brokerage, insurance, financial planning, risk management, and advisor transition support tailored to independent financial professionals.
How does Infinity support financial advisors?
We offer technology platforms like Docupace and Salesforce CRM, compliance management, and customized transition packages to streamline advisor operations.
Can I keep my brand when joining Infinity?
Yes, you may retain your existing brand or use Infinity's brand while accessing our resources and support infrastructure.
Is Infinity suitable for new financial advisors?
We cater to experienced advisors transitioning firms or seeking independence, offering scalable solutions for established practices.
What technology tools are available?
Our platform includes paperless processing, e-signatures, portfolio analytics, and CRM integration to enhance advisor efficiency and client service.
Reviews (2)
Business Inc
Aug 17, 2020
Report
Critical:Professionalism,Quality,Responsiveness,Value
Greg Gilbert is a con artist who rips off clients and has a history of compliance issues. He recruits brokers to do his dirty work since he has a mitigation of lawsuits for unscrupulous unprofessionalism. Run do not walk away as fast as possible from this company.
Greg Gilbert is a con artist who rips off clients and has a history of compliance issues. He recruits brokers to do his dirty work since he has a mitigation of lawsuits for unscrupulous unprofessionalism. Run do not walk away as fast as possible from this company.
Eliza Nowak
Aug 07, 2020
Report
Positive:Professionalism,Quality,Responsiveness,Value
Great people, great technology, best place I've ever worked!
Great people, great technology, best place I've ever worked!
