Reviews
Infinity Financial Advisors
is rated
5.0
out of
5
stars,
based on
79
reviews!
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Nice place, people and good service
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(Translated by Google) Thank you David and Trang for helping my family. I'm very happy that everything has been resolved by Mr. David and Mr. Trang. Thank you so much.
(Original)
Cam on anh David va chi Trang da giup gia dinh em. Em rat happy vi moi van de deu duoc giai quyet tu anh David va chi Trang. Thank you so much. -
Just left. These are the people I'd want to have around me all day. they're positive, fun, and motivated. David Le is that guy
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Great service! Super friendly staff! Keep it up David! Highly recommend!
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Come visit the office and see the infinity difference!
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They have great service. Friendly and professional staffs
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(Translated by Google) Thank you David and Trang for helping my family. I'm very happy because I have been treated by David and Trang. Thank you so much.
(Original)
Cam on anh David va chi Trang da giup gia dinh em. Em rat happy vi moi van de deu duoc giai quyet tu anh David va chi Trang. Thank you so much. -
Awesome service
They are very nice. Every time we need, they always be happy to help us.
They help my family every year for income tax.
Thank you so much. -
I love this place, very professional and their costumer service is amazing. David is extremely knowledgeable and his staff is very friendly. They have been very accommodating with my complicated schedule and every time I get there they make it a very pleasant experience. I have been using their services 4 years now (I used to just find any good Groupon deal) now I wouldnt go anywhere else.
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Awesome knowledgeable service.
Dave and his team go the extra mile with customer service. -
David and Trang always make me feel warm and welcome. It's almost like working with family when you're there.
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Infinity Financial is great place to get help on Tax, Financial planning, insurance and many help.
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I have had taxes done everywhere, but not as well. Infinity is a full-service financial advisor with a range of services.. I have an MBA, and this is the first choice for your financial needs whether classes in planning, taxes. Or small business needs.
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I have been going to David for my taxes and guidance on all my financial decisions for eleven years now. I would never trust anyone else with my finances and I consider him a part of our family.
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Great customer service and professionalism. They make you feel welcomed. I would definitely recommend them.
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David has been helping me do my tax for last 3 years. He is the best. Good service attitude. And he do his best to help his client. I highly recommend this place.
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I had originally used turbo tax to file. They were asking for money back. David not only saved me from having to pay that amount but he was able to get double that amount back in returns. Highly recommend.
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Fantastic financial group
They take care of my personal and business needs year roundHelp.make tax season easier, by the book but educated so you can get money back
Educational classes offered and easy to contact .
Helpd me with payroll as well. -
Professional tax services, always ready to give me the best tax advices and business advices to make my business get better. Highly recommended.
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So patient, helpful and knowledgable!
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I attended a home-buying workshop here. There was good information from an experienced Realtor, a mortgage specialist, and an investment specialist. I was expecting all real estate, but since the other components are necessary for real estate purchases it was good to include those people to make it kind of a one-stop shop.
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The office has a friendly and professional environment and the receptionist is friendly and welcoming. David is friendly, very knowledgeable, engaging and thorough. I couldnt ask for better service.
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Wonderful information
Answered a lot of questions -
The office and conference room setup was spacious, clean, well appointed and accommodating. The team hosts were also very accommodating, personable, warm, and knowledgeable.
It was exciting to learn about the huge umbrella companies they work with, that provide them extensive networking access and years of experience. Their presentation was so on point, I am excited about having joined this very smart, meaningful and very doable program! Thank you Infinity Financial! -
I got answers to a all my questions regarding finances for each of us, 3 generations of my family. A pleasure to know such competent and kind people.
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I had a great experiences with David and his assistant. They are really friendly and helpful for filing taxes. Im glad that I can work with him!
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(Translated by Google) Thank you David and Trang for helping my family. I'm very happy because I have been treated by David and Trang. Thank you so much.
(Original)
Cam on anh David va chi Trang da giup gia dinh em. Em rat happy vi moi van de deu duoc giai quyet tu anh David va chi Trang. Thank you so much. -
David is one of the best Financial Advisors I have come across. I have known him since 2012 when he helped us resolve an IRS audit issue. David helped us save $9000 in penalty and interest charges that were inaccurately attributed to our files. We continue to use his services and have been very satisfied.
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David was awesome! He was very friendly and extremely helpful. He stayed late and worked very hard to help me meet my deadline with very short notice. I highly recommend David!
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Just left. These are the people I'd want to have around me all day. they're positive, fun, and motivated. David Le is that guy
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Great service! Super friendly staff! Keep it up David! Highly recommend!
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Before coming to Infinity Financial Advisors we didnt realize that we missed so many deductions. Thanks to these guys at Infinity we save so much in taxes. They were able to help us plan for our finances too. Very happy with David and the whole staff. I highly recommend them.
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Hi, David Le & the other guy. My name is Zhenquan Lu. As well as you can call me David. I am pleased to enjoy working and studying here (Infinity Financial Advisors ) as my externship.
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Come visit the office and see the infinity difference!
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They have great service. Friendly and professional staffs
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(Translated by Google) Thank you David and Trang for your family. I am happy to be released in the United States and David. Thank you so much.
(Original)
Cam on anh David va chi Trang da giup gia dinh em. Em rat happy vi moi van de deu duoc giai quyet tu anh David va chi Trang. Thank you so much. -
Awesome service
They are very nice. Every time we need, they always be happy to help us.
They help my family every year for income tax.
Thank you so much. -
I love this place, very professional and their costumer service is amazing. David is extremely knowledgeable and his staff is very friendly. They have been very accommodating with my complicated schedule and every time I get there they make it a very pleasant experience. I have been using their services 4 years now (I used to just find any good Groupon deal) now I wouldnt go anywhere else.
-
Awesome knowledgeable service.
Dave and his team go the extra mile with customer service. -
David and Trang always make me feel warm and welcome. It's almost like working with family when you're there.
-
Infinity Financial is great place to get help on Tax, Financial planning, insurance and many help.
-
I have had taxes done everywhere, but not as well. Infinity is a full-service financial advisor with a range of services.. I have an MBA, and this is the first choice for your financial needs whether classes in planning, taxes. Or small business needs.
-
I have been going to David for my taxes and guidance on all my financial decisions for eleven years now. I would never trust anyone else with my finances and I consider him a part of our family.
-
Great customer service and professionalism. They make you feel welcomed. I would definitely recommend them.
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David has been helping me do my tax for last 3 years. He is the best. Good service attitude. And he do his best to help his client. I highly recommend this place.
-
I had originally used turbo tax to file. They were asking for money back. David not only saved me from having to pay that amount but he was able to get double that amount back in returns. Highly recommend.
-
Fantastic financial group
They take care of my personal and business needs year roundHelp.make tax season easier, by the book but educated so you can get money back
Educational classes offered and easy to contact .
Helpd me with payroll as well. -
Professional tax services, always ready to give me the best tax advices and business advices to make my business get better. Highly recommended.
-
So patient, helpful and knowledgable!
-
I attended a home-buying workshop here. There was good information from an experienced Realtor, a mortgage specialist, and an investment specialist. I was expecting all real estate, but since the other components are necessary for real estate purchases it was good to include those people to make it kind of a one-stop shop.
-
The office has a friendly and professional environment and the receptionist is friendly and welcoming. David is friendly, very knowledgeable, engaging and thorough. I couldnt ask for better service.
-
Wonderful information
Answered a lot of questions -
The office and conference room setup was spacious, clean, well appointed and accommodating. The team hosts were also very accommodating, personable, warm, and knowledgeable.
It was exciting to learn about the huge umbrella companies they work with, that provide them extensive networking access and years of experience. Their presentation was so on point, I am excited about having joined this very smart, meaningful and very doable program! Thank you Infinity Financial! -
I got answers to a all my questions regarding finances for each of us, 3 generations of my family. A pleasure to know such competent and kind people.
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I had a great experiences with David and his assistant. They are really friendly and helpful for filing taxes. Im glad that I can work with him!
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I was Yelping for a financial advisor and found this one. David is very knowledgeable on taxes and investments also he really listens and understand what the clients needs are. I'll see you guys soon.
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For very informative! David and George are very knowledgeable.
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Very informative class and hit all the right points needed for a first time home buyer.
Always look forward to our meetings with David. He really goes in depth and u cant leave his office without knowing alot of new valuable stuff -
I found Infinity Financial through luck. I was surprised by the level of expertise. Customer service is great. I have an MBA I know.a good financial services. When I see them. My gut was right, I left lasts years return and. David found 996$ that had been left on the table. Infinity offers a wide range of services to individuals and businesses. I can recommend
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Thank so much David Le , thank for wonderful work you done for me ,,
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I found Xinity Financial through luck. I was surprised by the level of expertise. Customer service is great. I have an MBA I know.a good financial services. When I see them
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Wonder to meet David and everyone st the office. Great working you to help us with our business.
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I am very happy to stop by this wonderful office. The people here are so nice and helpful. I came in for my health insurance but got so much good advice on my taxes too. Come visit them if you get the chance.
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Friendly and professional are all I can say about this business. They response to you very quickly too.
Highly recommended! -
I enjoy the people here in the office.They were very helpful, and learnt a lot.I highly recommended if you have a need for tax-planning/preparation, business-planning & accounting.
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David is a great guy. It was an excellent experience.
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Best place to do your tax! Their employees are very helpful and knowledgeable, make me feel soooooo comfortable bringing my tax paperwork here! Finally I can get a good chunk of return!
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So happy to know this place. I have done taxes at other places but none is as detailed as here. They have found me a lot of money where others missed so much. I highly recommend this place.
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David was so helpful, his efforts have really changed our lives
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David is very knowledgeable and at the top very kind. I have known him for 7 years and I have asked for his advice on a wide range of financial matters from tax return under different immigration statues, and familial circumstances, to student loan and scholarships, or even everyday banking or medical insurances. I have been always impeccable guided and served. I am very grateful to him.
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David help me with my back IRS problem and help me get the tax lien off. He did an awesome job because I didn't think I could buy my house and I did it.
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The staffs here are fantatic to work with. They get to know you personally to find out and recommend the best solution for you. I have received the great service here. And the best part is they are always readily available when I phone them and help you out ASAP.
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Just came here to get my health insurance taken care of. Great service. Highly Recommended! They have great service. Friendly and professional staffs.
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Come by an experience the difference at Infinity Financial Advisors! They can take care of tax preparation, tax planning, and business planning also. I had a terrific experience with David and the whole staff.
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Infinity Financial Advisors is a great financial advice provider. The price is a bit pricey though, but remember, you get what you paid for. David, one of the employee, helped me to do complicated taxes and bookkeeping for me and my business, and I feel very comfortable having the taxes done here. His knowledge about all tax forms amazed me! I know he and several employees stay up until 11PM sometimes to have all your works done! So bravo to this business!
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I have been working with David since 2010 and he has helped with with personal income tax, joint income tax with mortgage and student loans as well as on business startup taxing/strategy. Very flexible hours and ability to work remotely via secure file sharing or at his office. Highly suggest you work with David and his team if you need to get your books in order or plan ahead. Put simply, you'll see dollars on your side of the balance sheet.
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Here at Infinity Financial Advisors, all clients are treated as their family members. Whenever you need anything, they are always there for you.
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My time with David and Infinity Financial Advisors goes back to day one. From the grand opening, he has been an amazing soul ready and eager to do the most he can for the people he cares about. And in a very short time, you will know he cares very much about his clients.
Over our professional relationship, he has guided me and my company's finances and taxes into success and comfort. I could not be more grateful for David's passion. And every year - every friend and colleague hears Infinti financial is the best!
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I know David since years. He's a great guy when it comes to advisor financial plan or tax. He would answer any questions you have every details. He's a detail person so he really take time to listen to you. It's all worth it. You pay for what you get.!