Reviews for Infinity Wealth Management, Inc.

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Aug 2024
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.

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From Infinity Wealth Management, Inc.

Infinity Wealth Management specializes in comprehensive wealth management including investments, retirement income, tax planning and preparation, and insurance. For more than 20 years we have been doing wealth management and our firm added a tax office in 2012 that utilizes the Tax Management Journey to mitigate taxes. Founder Glen Pier is a Certified Financial Fiduciary and President of the Asheville chapter of the American Financial Education Alliance. He takes joy in empowering others to make smart decisions with their money. Infinity is a member of the National Ethics Bureau, the Chamber of Commerce, and the Better Business Bureau.