I found Infinity Financial through luck. I was surprised by the level of expertise. Customer service is great. I have an MBA I know.a good financial services. When I see them. My gut was right, I left lasts years return and. David found 996$ that had been left on the table. Infinity offers a wide range of services to individuals and businesses. I can recommend read more

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I dreaded coming here because we talked about the same thing over and over and when its done, he'll ask to check-in on FB or want to take a picture of me at the office. He'll even ask again if I checked-in before I even stepped foot out the door. I finally had to tell him that I am not comfortable with social media knowing my location. He never harassed me about it again. The first time I came here, I was interested in what David has to offer b/c after receiving a letter from the IRS, it feels intimidating and I wanted to be sure to take the RIGHT steps to handle this case correctly. Before coming to Infinity, I read the notice from the IRS thoroughly to be well-aware of my situation and what I can do to fix it. I was told David just started the business and that he could help me with my tax situation when I was well aware I could have taken the steps myself by following the SAME instructions that was listed on my IRS notice. But here I am, helping him market his business. Throughout the times I was scheduled to meet with him, at some meetings I had to give him some papers and some meetings he just spoke in circles. He never once discussed HOW MUCH each step was going to be or if I wanted to proceed with them. Instead, at our LAST meeting, closing up on my tax case, he tells me the fees and changed the price a few times infront of me which makes me feel very uneasy, and it was a grand total of $500. Oh! And then he'll seal up the paperwork and place it in a Priority Mail Flat Rate envelope and have you pay for the shipping rate and drop it off at your nearest post office....... My dad had a similar case as me and all my brother had to do was call the IRS line and they'll guide you through the process, FOR FREE! read more

I was Yelping for a financial advisor and found this one. David is very knowledgeable on taxes and investments also he really listens and understand what the clients needs are. I'll see you guys soon. read more

I know David since years. He's a great guy when it comes to advisor financial plan or tax. He would answer any questions you have every details. He's a detail person so he really take time to listen to you. It's all worth it. You pay for what you get.! read more

Just came here to get my health insurance taken care of. Great service. Highly Recommended! They have great service. Friendly and professional staffs. read more

My time with David and Infinity Financial Advisors goes back to day one. From the grand opening, he has been an amazing soul ready and eager to do the most he can for the people he cares about. And in a very short time, you will know he cares very much about his clients. Over our professional relationship, he has guided me and my company's finances and taxes into success and comfort. I could not be more grateful for David's passion. And every year - every friend and colleague hears Infinti financial is the best! read more

Infinity Financial Advisors is a great financial advice provider. The price is a bit pricey though, but remember, you get what you paid for. David, one of the employee, helped me to do complicated taxes and bookkeeping for me and my business, and I feel very comfortable having the taxes done here. His knowledge about all tax forms amazed me! I know he and several employees stay up until 11PM sometimes to have all your works done! So bravo to this business! read more

I have been working with David since 2010 and he has helped with with personal income tax, joint income tax with mortgage and student loans as well as on business startup taxing/strategy. Very flexible hours and ability to work remotely via secure file sharing or at his office. Highly suggest you work with David and his team if you need to get your books in order or plan ahead. Put simply, you'll see dollars on your side of the balance sheet. read more