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Infinity Financial Advisory

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Infinity Financial Advisory Reviews

3.6

57% would recommend to a friend

(7 total reviews)

73% positive business outlook

Reviews by job title

7 reviews
5.0
May 22, 2024
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.

1.0
Feb 4, 2026

Messy backend, ambiguous client incentives

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.

Viewing 1 - 3 of 7 Reviews

Glassdoor has 8 Infinity Financial Advisory reviews submitted anonymously by Infinity Financial Advisory employees. Read employee reviews and ratings on Glassdoor to decide if Infinity Financial Advisory is right for you.