Our principal, David D'Agostino has been a Financial Advisor since 1994. He specializes in creating financial plans that make sense, are easy to understand and are cost effective. Always with a client's best interest in mind, we help individuals and businesses with:
Fee based Wealth Management
401k)s and other retirement plans
Individual and Group Life, Health and Disability Insurance
Mutual Funds and Exchange Traded Funds,
Corporate and Muncipal Bonds
Fixed and Variable Annuities
Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.
Financial markets can change in the blink of an eye. But, with the advisors at Infinity Financial Group, you can rest assured that your personalized wealth management strategy will be ready to adapt at subatomic speeds.
With decades of experience and a passion for seeing our clients succeed, we employ a general three-part structure to investing.
We start by organizing your financial life. Once we have an understanding of your risk tolerance, we incorporate the current financial landscape into your roadmap. Finally, we make sure to continually monitor your progress as you work toward your goals.