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Case Studies

Infinity Financial Services

Infinity Financial Services is a thriving and innovative financial planning firm located in Oakland, CA.  Built around the concept of providing a “higher standard of care” for investors, Infinity has created a unique financial and investment planning business.
     

Financial consultant Bryan Mills of Investors Capital Corporation

is a 20-year veteran of the financial services industry.  Based in New York Mills works with over 300 clients, providing them with comprehensive financial planning and investment services.
 
Platform Overview
Advisor Portal
Mobile App Booklet
Framework
Product Sheet
Brochure
Platform
PacWest
Investors Capital Corp
Infinity Financial Services