Financial consultant, Rest home, with health care incidental, Investment advisory service
Infinity Wealth Management, Inc.
Infinity Wealth Management is a financial planning firm based in Arden, NC, dedicated to helping individuals and families navigate the complexities of their financial lives. With a focus on retirement planning, tax preparation, IRA planning, and estate planning, their team of advisors collaborates with clients to build personalized strategies that ensure long-term financial security and peace of mind. Through their holistic planning process, Infinity Wealth Management aims to create lifetime relationships and help clients achieve their financial goals. Committed to providing exceptional client experiences, Infinity Wealth Management takes pride in their dedicated administrative team, led by Leann Fitzgerald. With over 10 years of hospitality and administrative experience, Leann ensures that clients receive top-notch service and support. Outside of work, Leann enjoys spending time with her husband and their two dogs, engaging in outdoor activities, and cherishing moments with loved ones.Generated from the website
