Your Goals,
Your Journey
For high-net-worth individuals, we provide strategies designed to help manage wealth, address tax considerations, and plan for future generations.
Investment & portfolio management
Estate and wealth transfer considerations
Tax-efficient financial strategies
Infinity Financial Solutions Group
1011 US 22 W Ste. 104 Bridgewater, NJ 08807 | (833) PLAN4U2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Securities and Advisory Services offered through GWN Securities Inc., a Registered Investment Advisor. Member FINRA/SIPC. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Infinity Financial Solutions Group and GWN Securities, Inc. are separate companies.
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