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Infinity Financial Strategies, LLC

Headquartered in NORTH GRANBY, CT

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Firm Information

Infinity Financial Strategies, LLC is an investment advisor that provides financial planning, portfolio management, and tax preparation services. They specialize in serving high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. The firm has over $23 million in regulatory assets under management.

Infinity Financial Strategies, LLC

$23.28M

Assets Under Management

16

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation and estate planning

Tax preparation and estate planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

INFINITY FINANCIAL STRATEGIES, LLC has a total of 1 branch locations across the country.
location

NORTH GRANBY, CT

Advisors at Infinity Financial Strategies, LLC

View All 1 Advisors
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Kelly Ennis

CFP®, CFC®, RA

NORTH GRANBY, CT

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Disclosures

There are no public disclosures for Infinity Financial Strategies, LLC.

Frequently Asked Questions (4)

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