David D'Agostino, Wealth Advisor, Infinity Financial Group
Our mission is to assist people in the personalized planning of their financial lives. We work with individuals and business owners to design comprehensive financial plans that make sense. Using state of the art technology coupled with good, old fashioned common sense, we make recommendations solely in the best interests of our clients and their families. We love our senior clients and seek always to make it easy for them to find the information they need to effectively navigate the golden years. An independent firm, Infinity Financial Group can offer clients an objective approach to financial products and services.
Our practice focuses on Fee Based Wealth management and offers access to both advisor driven and third party, institutional asset management. The goal is always to find the best fit for each individual investor. Using our software, technology and professional experience , we educate our clients and work hard to provide them with the best chance for overall financial success.
We will happily assist clients with investments, annuities, life, disability, and long term care insurance. For our seniors, we offer both medicare supplement , prescription drug and advantage plans. For our business clients, he provides 401(k) plans and other retirement saving plans, group health and other employee benefit plans.