“Jerry is very good at what he does will informed I would recommend to any of my friends and family“
“I had a wonderful time coming to Infinity Tax and Financial Planning. Kathleen is so kind and genuine and offered me all the assistance I needed. I had fun getting into an unexpected conversation about music with the team while my rather complicated (freelance musician) tax return was being handled. They charged me a very reasonable amount. I will definitely be coming back here.“
“Lisa is professional & courteous in every endeavor, and works hard to get the best results for her clients. I highly recommend her financial services.“
“Ralph helped me retire, knowing I have sufficient lifetime income; as I never had a pension - only my savings and inheritance. Now, I know exactly what my monthly income will be for the rest of my life, and I can plan accordingly. If that isn't peace of mind - I don't know what is! He is very patient and speaks in language I can understand. He is never more than a phone call away. His office staff is very kind and professional.“