Infinity Financial Group
Finance · Louisiana, United States · 1-10 Employees
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Overview
Headquarters
4626 Sherwood Common Blvd Ste 301, Baton...Phone Number
(225) 771-8620Website
www.infinity-fg.comRevenue
$6.4 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Infinity Financial Group
Infinity Financial Group provides financial plans tailored to each client's specific situation. We do not expect our clients to be investment experts, however we do expect them to follow to their financial plan. Each time we meet, our client should come away from the meeting with a little more knowledge of what they are doing and why they are doing it. Our focus is on high-income households. For this reason, we utilize tax efficient investments and 'real' diversification of assets. This diversified asset allocation includes separately managed stock portfolios and tax efficient alternative investments, which are not typically correlated to the equity markets. By combining these asset classes, we attempt to reduce portfolio volatility and risk through diversification. Of course, all investments have some potential of risk and these investments are no exception.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Infinity Financial Group
$6.4M
1-10
Private
-
2011
N/A
Company Profile Activity
Activity Insights
Infinity Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Infinity Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Infinity Financial Group.
Infinity Financial Group Tech Stack
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Frequently Asked Questions Regarding Infinity Financial Group
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Infinity Financial Group provides financial plans tailored to each client's specific situation. We do not expect our clients to be investment experts, however we do expect them to follow to their financial plan. Each time we meet, our client should come away from the meeting with a little more knowledge of what they are doing and why they are doing... Read More
