About Infinity Wealth Management, Inc.
Infinity Wealth Management, Inc. is a firm specializing in comprehensive wealth management. Their services include investments, retirement income planning, tax preparation, and insurance. Established for over 20 years, the company added a tax office in 2012, utilizing the Tax Management Journey to minimize tax liabilities. Clients praise Infinity Wealth Management for their friendly and expert service, particularly in tax preparation and financial planning. The team is known for their reasonable pricing and commitment to providing timely advice. Many clients have been satisfied with the firm's work and plan to continue using their services.
What a blessing!
I have been involved in a land real estate investment for about 20 years. I was told by the investment company that some real estate just won't sell. I have paid thousands of dollars a year in fees. Infinity Wealth Management Inc. has worked with the company and have sold my investment. I am so thankful! God has blessed me, by Infinity. Thank you Melanie Castillo!
Been a customer for many years and cannot ever see changing. Fantastic group and superb service every time. Highly recommend
I am very happy to share my exceptional experience with Infinity Wealth Management and particularly with Melanie, my CPA. From the very beginning, I have been consistently impressed by the professionalism and dedication of the team. However, it is Melanie's outstanding approach to client service that truly sets this firm apart.
Melanie has been an absolute gem to work with. Her professional approach is both thorough and approachable, making complex financial matters easy to understand. She takes the time to explain every detail, ensuring I am fully informed and comfortable with each decision. Her ability to break down intricate financial concepts into simple, understandable...read full review