My husband has been a customer of Infinity Financial services for 14 years. Greg has been doing an excellent job with my husband's retirement. I recently retired and also went with Infinity Financial Services. Yes, my husband was called a couple of times at work also, in the beginning. We resisted for a while, but after meeting with Greg, he is so knowledgeable, we decided to go with Infinity. It was the best decision we ever made. read more

Somehow infinity financial got a hold of me, cold-calling me at my place of work. What they provided sounded interesting, I provided a snapshot of my financial situation and they decided we'd set up a phone consultation. I set aside some time at work, booked a conference room for my wife and I (who also works at my company), and they cancelled the day before saying there was a family emergency... For the next 2 months Andrew from IFS literally called twice a day as they tried to rebook. Only my crazy ex called me like that! So last week we finally rebook, and my wife and I, who are extremely busy people, set aside an hour, book a conference room they called today to cancel on me AGAIN! But this time saying I don't have enough money to play around with, and I'm not close enough to retirement. They didn't say it in those exact words, but pretty much that was the message. FAIL. Avoid! read more

Stop cold-calling my colleagues and me at our place of business. And when I say I don't want to hear your pitch, respect that by saying, "thank you" & just hang up, instead of giving me lip about why I'm saying no because I haven't heard your pitch yet. Maybe I don't want you to waste any more of my time. Unbelievably unprofessional. read more

If you are having trouble with their cold calling schemes, ask them to remove you and your company from their call list. If they refuse or fail to do so, report them to the following: The FTC, The FCC, and the CA Attorney State General. Additionally, you may want to note (when speaking to the regulatory authorities) that their privacy policy does not adequately disclose their data practices and does not provide for proper opt-out (a violation of both CA and Fed. law). read more

I've spoken to Greg and James a good number of times on the phone and have found them perfectly professional, accommodating and friendly every time. Yes, they do cold call, but so does UBS, Merrill's and most other big guys. (And how else would you find out about them?) Unfortunately, since they're independent and local, they have a Yelp page to be a receptacle for anyone who's slightly irritated to dump their complaints about the cold calling. I used to sell photo copiers and had to cold call 75 businesses a day, so I know about that. Nuff said. Working with these guys it's clear that they have a unique approach in the marketplace that puts the individual at the center. Since they're CFP's, they do what's in my best interest instead of trying to sell me like the USB guys did when I was at Yahoo. They deliver tangible things, not just advice, that can help you spend/save money more wisely and set yourself up for not blowing it when it comes to retirement. Personally, I've learned a lot from working with them and my wife, kids and I are better off as a result. $.02. read more

I worked with both Greg and James when I interned at Infinity Financial Services several years ago. Both Greg and James are great leaders and run the business with their clients' best interests in mind. In addition, James mentored me and helped me with my full-time recruiting efforts, which I greatly appreciated. I definitely recommend them as financial advisors! -L. read more

I interned at Infinity Financial Services two years ago, working closely with both Greg and James and it was by far the best internship I've ever had. I had a lot of personal growth in all areas because of their professional advice and guidance. When I started with my current employer, they noticed my maturity compared to my peers and have worked to fast track my progress and development because of it. Greg and James have a great financial services practice going. They go above and beyond by investing in various technology and software to better help their clients in all aspects of financial planning. Infinity is not a stock broker boiler room, but a comprehensive financial planning firm, based on the individual's needs. read more

They started the conversation by claiming they work with my coworkers. I asked who and they refused to name them. I gave them the option to ask their reference at my company to call me and they refused. Obviously, they were lying about references. I hung up. Also, they called me at work and yelp reviews show that that's a pattern. I am guessing they buy our information from conference organizers etc. read more

I was cold called by Infinity Financial Services five or six years ago. Mr. Greg Gilbert, the President of the company, was the person calling me. He came to San Ramon to see me one day and we talked for awhile. I was years away from 'retiring' so did not think much of it. He explained he was starting his own company. This cost me nothing. Over the years Greg has called me just to check in. I have not paid him any money to date. I work for a major oil company located in San Ramon and was recently laid off. Greg called me as he heard the rumors about mass layoffs. His timing could not have been more perfect. He drove to my home located in the Central Valley, a two hour drive for him, so he could meet my family and discuss some strategies for my 401k, pension, and other assets I have. Again he did this at no charge. He told me he now has five offices throughout the State of California so now I am even more impressed. Obviously he is working hard to develop his company. And remember, this is the President of the company coming to see me and I am just a small investor with less than million dollars. Other financial planning companies I have checked out treated me like I was a small fish and gave me the impression that maybe I was not good enough for them. Greg makes you feel good. He treats you like you have millions and you can 'feel' his enthusiasm and want to really help me manage my money. Greg is also only about forty years old with small children and therefore has many more years to work. He is going to be around for awhile. We have spoken many times over the last couple of months and his advise has been exceptional. He will assign you one task at a time and follow up on it. For instance, he had me refinance my home to fifteen years since the rates were so low and I had a large second mortgage balloon payment due in a few years. He was spot on with that advise. He has been following up on the loan progress. I have other assets that he has plans on how to manage. Again, as of today, I have paid him no money. This man is the real deal. I have total confidence in his abilities. He also signed up voluntarily as a fiduciary. He is a Certified Financial Planner, the real credential. I called his office today at lunchtime and he was out. I spoke with a secretary. When I called back at four pm, Greg answered the phone himself. He is readily available most time right when I call. The service I am getting for free so far has been fantastic. They will start collecting some fees from me know as I will soon retire. Greg has explained different payment models from me to select and explained each in full. The fees are reasonable. I recommend at least giving Infinity Financial Services a call if you are looking for a financial planner. You will see for yourself his dedication to the industry AND TO YOU AND YOUR LOVED ONES financial success. I was lucky he cold called me years ago. I am impressed and I feel he is looking out for me and my loved ones. I recommend Infinity Financial Services. read more

For some people, working in the bay area is synonymous to working in Tech. When the Startup I worked for was acquired, I was sent a tome of documents from the new company to read through, digest and sign. Knowing how difficult this could be, I reached out to the closest financial service company in the area and made an appointment for that day to walk in with my documents, and talk through what the heck they were talking about. Infinity Financial not only explained to me the overall structure of the documents, but the real meat of the papers (how much money I'd lost!). Greg was as informative, human and generous as could be. I walked out of their office, knowing exactly what my next steps were, and free of charge! Now, I'm not saying they don't charge for their services, I'm just saying that my experience was top-notch, professional and humane. I couldn't ask for a better consultation. read more

My company La Meer Inc. offers compliance management software for broker-dealers and wealth advisors. I have been working with them in the past 4 months. I am impressed with Greg and James's vision of how they want Infinity Financial services to be an excellent organization that implements risk and compliance systems to make them operationally sound and regulatorily compliant.An organization that cares deeply about risk and compliance is necessary for clients so that their investments are safe. read more

I'm of a "mature" age, so retirement planning is getting more of my attention. However, other financial planners I've spoken with wouldn't give me the time of day because I don't already have what they consider enough assets. Roger reached out to me and explained what they do in very direct language and was accepting of where I am in preparing for my retirement. Then he arranged my meeting with Greg to create an overview of what I need to do to plan for my retirement. Greg had immediate advice on where I could do to restructure my finances to achieve some real immediate savings that I can put to my retirement savings. Moreover, his advice was easy and immediately actionable (Why didn't I think of it myself???!!!) Best of all, his team is investing time with me now with the solid expectation that I will be investing with them going forward as my assets grow. Smart. The only reason I didn't give them 5 Stars is because I want to leave room for them to add some "Razzle" to the dazzle they've already shown me. read more