Infinity Wealth Management
Finance · New Jersey, United States · 11-50 Employees
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Overview
Headquarters
45 Morgan Dr, Wantage, New Jersey, 07461...Phone Number
(973) 875-5052Website
www.infinitywealthmgt.comRevenue
$5.8 MillionIndustry
About Infinity Wealth Management
Infinity Wealth Management, LLC provides personalized financial services focused on investing for the future, including retirement planning, college savings, and portfolio management. The firm aims to assist clients in maximizing income, minimizing taxes, and preserving their accumulated wealth through tailored financial strategies. Their resources include newsletters, calculators, and educational content on various financial concepts, helping clients navigate retirement and estate planning. Intended clients encompass individual investors seeking guidance in financial diversification and long-term investment strategies.Explore more
SIC Code 62,628NAICS Code 52,523Show moreInfinity Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Infinity Wealth Managemen...
$5.8M
11-50
Private
-
2007
ID
Irene DoranManager, Operations & Client Services Associate
Infinity Wealth Management Tech Stack
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Infinity Wealth Management, LLC provides personalized financial services focused on investing for the future, including retirement planning, college savings, and portfolio management. The firm aims to assist clients in maximizing income, minimizing taxes, and preserving their accumulated wealth through tailored financial strategies. Their resources... Read More
