23734 Valencia Boulevard
A Reliable Wealth Management CompanyInfinity Wealth Management was started for one simple reason. We are here to provide individuals, families and organizations a reliable place to go for effective, logical, meaningful advice that will help them accomplish their accumulation, protection and wealth transfer goals, whether basic or complex. Our objective is to meet every new client with a blank slate and develop plans and strategies based on their very individual needs. Everyone’s situation is different and we understand, respect and look forward to that.
Experienced Financial RepresentativesThe company was founded by Jerry R. Citarella, RFC, who has almost 20 years of experience in the financial services industry. All of the representatives who are invited to join the company come with years of experience and, more importantly, the highest ethical standards and a great desire to truly help those they serve. Our company takes pride in long-term relationships built with our clients and we look forward to assisting many others along the path to financial success! We’ve been honored as “Best Investment Advisor or Company” in the Santa Clarita Valley, California for 2007, 2008 & 2009* and plan to continue providing the type of quality, unmatched service that has earned us this recognition.
A Strong, Unbiased Team to Help You Meet Your Financial ObjectivesAt Infinity Wealth Management, we are independent and objective. We strongly believe the most effective advisor/client relationship occurs when there is no conflict of interest due to proprietary relationships with a specific company, or restrictions due to limited company affiliations. As such, we have no pressure to promote a particular product or service nor do we always recommend the same proprietary investment products. This in combination with our advisors’ variety of experience and backgrounds helps to build a strong team where our primary interest is to have your plans and portfolios meet your financial objectives. You are always assured of unbiased recommendations and advice.
About our Broker/DealerOur Broker/Dealer affiliation is with NEXT Financial Group, Inc. Since 2001, NEXT Financial Group, Inc., has won the Broker/Dealer of the Year award an unprecedented seven times.** No other broker dealer in history has won this award more than four times successively. When Infinity Wealth Management was started, we had the opportunity to affiliate with any Broker/Dealer we desired and we could not be happier about the choice we made. NEXT Financial Group, Inc. has been an amazing resource and support system for accomplishing our goal of providing the best independent advice, products and services possible.
Serving Our Community and ClientsThrough our ongoing educational workshops, guest speaking opportunities, articles, books and individual meetings we will continue to educate our community, followers and clients on the importance of sound advice and the type of ongoing relationships and commitments that we provide. We look forward to serving you and those you know and care about.
*As voted on by the readers of the Signal Newspaper of Santa Clarita Valley, California
**Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/Dealers rated highest by their representatives are awarded "Broker/Dealer (B/D) of the Year."
Contact us today about our wealth management services by calling (661) 255-9555or send us an e-mail.