Your journey starts here.
At Infinitas, you benefit from a team of 25+ financial advisors that gives clients in 41 states access to the comprehensive range of financial planning services that a large, national house might offer, while maintaining the customized attention and familiar trust that our clients tend to prefer.
CLIENT-CENTRIC APPROACH
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We provide you with the financial knowledge and economic insights to work toward your financial goals.
PERSONALIZED STRATEGY
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We look at your immediate financial goals and ways to benefit future generations with unique strategies.
DESIRE TO SERVE
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Through Infinitas Cares, we give our time, talent, and treasures to a wide range of philanthropic efforts in our community.
We are blessed to be a blessing.
At Infinitas, we celebrate our impact on the lives of our clients and community. Infinitas Cares provides for contributions of time, talent, and financial support to a wide range of philanthropic efforts in our community. Our goals are to help relieve human suffering, advocate for social fairness and economic opportunity, and to promote education and increased financial literacy for those we serve.
Through our charitable giving efforts and volunteer work, we partner with over 20 local and national organizations each year through contributions from our advisors, staff, and clients. We hold several events throughout the year to raise awareness and funds for causes near and dear to our hearts, as well as serve our community directly through organizations such as Traveling Turkeys and Meals on Wheels.
100+ Hours
VOLUNTEERED
PER YEAR
Over $250,000
GIVEN SINCE
2020
Over 30
ORGANIZATIONS IMPACTED
