Infinity Investment Management - Folsom, California

{
"content": "

Infinity Investment Management: Your Partner in Wealth Management and Financial Planning

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Infinity Investment Management stands as a notable entity within the financial services sector, dedicated to providing comprehensive financial solutions to clients seeking guidance in wealth management and investment strategies. Located at 128 Stonington Way in Folsom, California, the firm offers a range of financial advisory services tailored to meet the diverse needs of individuals and potentially small institutions. The company's address, 128 Stonington Way, Folsom, CA 95630, United States, provides a physical point of contact for those wishing to engage with the team directly, emphasizing a commitment to accessibility that aligns with its operational focus.

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Location and Accessibility

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For individuals interested in visiting Infinity Investment Management, the location detail is crucial. Situated at 128 Stonington Way in Folsom, the company ensures that accessibility is a priority, offering a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet. These features cater to a diverse clientele, ensuring that everyone can comfortably engage with the services provided. It is also recommended to check appointment availability, as the information suggests that appointments are recommended, which is standard practice in the financial advisory field to ensure personalized attention and effective use of time.

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The firm can be contacted via phone at 9169845517 for inquiries or to schedule a consultation, and the official website, infinityinvestmentmanagement.com, serves as the primary online resource for detailed information, service offerings, and potentially client testimonials. Although the company currently has 0 reviews on Google My Business, establishing an online presence is a key aspect of modern financial services, and potential clients might find value in direct engagement via the website or phone to gain insights into the firm's approach and expertise.

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Services and Specialties

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At the core of Infinity Investment Management's operations lie several key specialties. The company identifies itself as a financial planner, financial consultant, and stock broker, positioning itself to offer a holistic view of financial health through investment guidance, retirement planning, and asset management. Furthermore, the inclusion of 'Life insurance agency' in their specialties indicates a broader scope, addressing not only investment growth but also risk management and long-term security through life insurance products. This multidisciplinary approach allows the firm to provide integrated financial solutions, catering to clients' various life stages and objectives.

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Diversified Financial Advisory

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As a financial planner and financial consultant, Infinity Investment Management likely assists clients in creating personalized plans that align with their financial goals, risk tolerance, and timeline. This involves a thorough assessment of the client's current financial status, identification of strengths and weaknesses, and the development of actionable strategies to achieve objectives such as wealth accumulation, debt reduction, and income generation. The role of a financial consultant extends beyond mere advice, often encompassing ongoing monitoring and adjustments to the plan as life circumstances or market conditions evolve.

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Investment Expertise

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The designation as a stock broker highlights the firm's involvement in securities trading and investment management. Clients may benefit from the expertise of the stock broker in navigating stock market fluctuations, selecting appropriate investments within a diversified portfolio, and implementing strategies for capital appreciation. This service is typically offered within the context of a broader financial plan, ensuring that stock market activities are aligned with the client's overall financial objectives and risk profile.

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Life Insurance Integration

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The 'Life insurance agency' aspect introduces a crucial component of financial protection. Integrating life insurance into a comprehensive financial strategy addresses potential vulnerabilities, such as income replacement for beneficiaries, debt coverage, or funding future educational expenses. Infinity Investment Management's approach likely involves evaluating whether life insurance products complement existing financial structures, offering peace of mind alongside investment growth.

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Recommendations for Potential Clients

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For individuals seeking to engage with Infinity Investment Management, several recommendations can enhance the experience. Firstly, it is advisable to prepare for the initial consultation by clearly defining financial goals, questions, and concerns. This preparation allows the financial planner or consultant to provide more targeted and effective advice. Prospective clients should also inquire about the specific investment strategies employed, fee structures, and the qualifications of the advisory team to ensure alignment with personal values and expectations.

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Given that the company currently holds an average rating of 0/5 based on the available data (though this might be an oversight or a recent development, as the system indicates 0 reviews), potential clients should rely more heavily on direct communication and the firm's demonstrated services rather than solely on reputation. Engaging through the website or phone to request more information or schedule an introductory meeting is the recommended first step. During this interaction, individuals can assess the firm's communication style, responsiveness, and the clarity with which they explain complex financial concepts.

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Accessibility is noted, so scheduling a physical visit, if preferred, can be facilitated by making an appointment. The firm's specialization in financial planning, consulting, brokerage, and life insurance suggests a comprehensive service model suitable for individuals seeking not just investment advice but a full spectrum of financial guidance. It is important for clients to understand that financial planning and investment management are dynamic processes, requiring ongoing dialogue and adjustments, which Infinity Investment Management likely emphasizes in its client relationships.

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The Importance of Professional Financial Guidance

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In an era marked by economic complexities and evolving regulatory landscapes, the role of a professional financial advisor becomes increasingly vital. Infinity Investment Management positions itself as a resource for individuals looking to navigate these challenges and build sustainable wealth. Their services are particularly relevant for those seeking long-term financial security, whether through prudent investment strategies, comprehensive retirement planning, or protection mechanisms like life insurance.

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The firm's focus on diversified financial solutions underscores the importance of a holistic approach to personal finance. By integrating aspects such as stock broking, financial planning, and life insurance, Infinity Investment Management aims to provide clients with a seamless experience, addressing various facets of their financial well-being. This integrated approach can simplify the financial decision-making process, helping clients feel more confident in their financial future.

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While the information available does not provide explicit details on performance metrics or client success stories, the company's established presence and focus on accessibility and comprehensive services suggest a commitment to client satisfaction and ethical practices. For those seeking a reliable partner in their financial journey, Infinity Investment Management represents a formal and structured option, blending traditional financial advisory with modern investment techniques and protective measures.

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In conclusion, Infinity Investment Management offers a blend of financial planning, consulting, stock broking, and life insurance agency services, all delivered from a convenient and accessible location in Folsom. The recommendation to schedule appointments underscores the personalized nature of their service, ensuring that each client receives tailored advice suited to their unique circumstances. For anyone looking to optimize their financial health and secure their future, exploring the services offered by Infinity Investment Management through their website or direct contact is a prudent step towards achieving greater financial clarity and stability.

",
"summary": "Professional financial advisory firm providing planning, consulting, broking, and insurance services with focus on accessibility.",
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"Life insurance",
"Wealth management",
"Financial advisor"
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