Power Up Your Practice
With Our Transition Services

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Customized Transition Experience

Every advisor's practice is different, so we tailor the transition process to fit your unique needs. Tell us your business vision and we'll find the most efficient way to move accounts using the latest technology. What takes other firms months to accomplish, takes our experienced transition team only a couple of weeks.

Start-Up Strategies for Success

Our start-up guide provides action steps to get your practice up and running with Infinity. From marketing techniques to business development plans, you'll have what you need to begin working toward your goals. Learn how to create your personalized Business Plan and leverage our value-added Elevate Online Services to help your business grow.

Start-Up Guide

Let's Talk Transition

Want to learn more about making the move to Infinity? Contact Gregory B. Gilbert, CFP® , President and Chief Compliance Officer, using the form below to submit your contact info, credentials and resume. You can also send your information via email or regular mail to:
(510) 588-8000 or (888) 888-5321
Infinity Financial Services
212 9th Street, Suite 202
Oakland, CA 94607
** Minimum Requirement