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      Infinity Financial Advisory

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      Awesome FA Firm! - Senior Group Financial Services Director Infinity Financial Advisory Employee Review

      5.0
      May 22, 2024
      Senior group financial services director
      Recommend
      CEO approval
      Business outlook

      Pros

      A consultative upper management team that includes all directors in decision making. Ecosystem that helps advisers flourish in their advisory career.

      Cons

      Office can be bigger but I believe that it is important to manage costs for a newly set up FA firm.

      Explore other reviews about Infinity Financial Advisory

      1.0
      Feb 4, 2026
      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Good system, seamless application and CRM

      Cons

      Incentives given to clients come from adviser's pocket, only found out when it was deducted. Messy backend, department for adviser is inefficient, and provides misinformation. Not the best in compensation, be careful of their offers. Unfair, unmerited appointment for some.

      4.0
      Oct 25, 2025
      Financial advisory manager
      Recommend
      CEO approval
      Business outlook

      Pros

      Young team, energetic,automatic system, passionate

      Cons

      Management experience , account team inefficient

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