Infinity Financial Services

I worked with both Greg and James when I interned at Infinity Financial Services several years ago. Both Greg and James are great leaders and run the business with their clients’ best interests in mind. In addition, James mentored me and helped me with my full-​time recruiting efforts, which I greatly appreciated.
I definitely recommend them as financial advisors!
–L.

I’ve spoken to Greg and James a good number of times on the phone and have found them perfectly professional, accommodating and friendly every time.
Yes, they do cold call, but so does UBS, Merrill’s and most other big guys. (And how else would you find out about them?) Unfortunately, since they’re independent and local, they have a Unilocal page to be a receptacle for anyone who’s slightly irritated to dump their complaints about the cold calling. I used to sell photo copiers and had to cold call 75 businesses a day, so I know about that. Nuff said.
Working with these guys it’s clear that they have a unique approach in the marketplace that puts the individual at the center. Since they’re CFP’s, they do what’s in my best interest instead of trying to sell me like the USB guys did when I was at Yahoo. They deliver tangible things, not just advice, that can help you spend/​save money more wisely and set yourself up for not blowing it when it comes to retirement. Personally, I’ve learned a lot from working with them and my wife, kids and I are better off as a result.
$.02.

I was fortunate to have James and Greg as mentors when I was in college. I was an intern with them for a year and a half and was lucky to have James coach me through college recruiting.
My family and I are all customers at Infinity Financial. Having worked closely and known James and Greg for the past 6 years, I know they have my best interest in mind. James knows me very well and makes investment decisions for me given my job and family profile. Over the past few years my account has done really well!
I highly recommend James and Greg, they are family oriented, driven, and thoughtful people that I am very glad to have in my life. James has always been there for me when I had to make important financial decisions, and is always there to periodically remind me to save and be smart with my money.
I’m so glad I have them to watch my back!

If you are having trouble with their cold calling schemes, ask them to remove you and your company from their call list. If they refuse or fail to do so, report them to the following: The FTC, The FCC, and the CA Attorney State General.
Additionally, you may want to note (when speaking to the regulatory authorities) that their privacy policy does not adequately disclose their data practices and does not provide for proper opt-​out (a violation of both CA and Fed. law).

They started the conversation by claiming they work with my coworkers. I asked who and they refused to name them. I gave them the option to ask their reference at my company to call me and they refused. Obviously, they were lying about references. I hung up.
Also, they called me at work and Unilocal reviews show that that’s a pattern. I am guessing they buy our information from conference organizers etc.

Cold calling unprofessional rude company. How do I complain about them?

Stop cold-​calling my colleagues and me at our place of business. And when I say I don’t want to hear your pitch, respect that by saying, «thank you» & just hang up, instead of giving me lip about why I’m saying no because I haven’t heard your pitch yet. Maybe I don’t want you to waste any more of my time.
Unbelievably unprofessional.

My line of work brings me into contact with many financial advisors.
I highly recommend Greg Gilbert and James Simos, of Infinity Financial Services. They have their own practice, and the freedom to make recommendations based on what’s right for the client. You can trust them to be forthright with you, and to help steward your entire financial picture.
Also happen to know that the caller mentioned in another review was reprimanded and is receiving coaching to improve his professionalism.
Greg and James are staunchly customer-​centric. They also invest in their employees’ professional development… yet another reason I recommend their firm.

Somehow infinity financial got a hold of me, cold-​calling me at my place of work. What they provided sounded interesting, I provided a snapshot of my financial situation and they decided we’d set up a phone consultation.
I set aside some time at work, booked a conference room for my wife and I (who also works at my company), and they cancelled the day before saying there was a family emergency…
For the next 2 months Andrew from IFS literally called twice a day as they tried to rebook. Only my crazy ex called me like that!
So last week we finally rebook, and my wife and I, who are extremely busy people, set aside an hour, book a conference room they called today to cancel on me AGAIN!
But this time saying I don’t have enough money to play around with, and I’m not close enough to retirement. They didn’t say it in those exact words, but pretty much that was the message.
FAIL. Avoid!