Infinity Wealth Management, Inc.

I am very happy to share my exceptional experience with Infinity Wealth Management and particularly with Melanie, my CPA. From the very beginning, I have been consistently impressed by the professionalism and dedication of the team. However, it is Melanie's outstanding approach to client service that truly sets this firm apart. Melanie has been an absolute gem to work with. Her professional approach is both thorough and approachable, making complex financial matters easy to understand. She takes the time t

My wife and I got behind on our taxes during the pandemic and were struggling to find a tax preparer that was taking new clients. We finally found Infinity Wealth Management and they were a delight to work with! Melanie was the tax ace and got us caught up on our back taxes and showed my wife how to keep up with her self-employment documentation for the future. Theresa gave us a reasonable quote for their services and even charged us less than quoted when there was less work involved than they anticipated.

My wife and I began working with Infinity Wealth Management in 2017 after attending a seminar presented by Glen Pier. We were very impressed by his straightforward presentation, the depth of his knowledge, as well as his credentials. We decided to commit to his firm as his clients and we have never regretted this decision. Glen has gathered a dedicated and talented staff with diverse skills to complement his own broad competences. During our initial meetings our financial goals were established and our tole

Have used Infinity Wealth Management, Glen Pier as we moved into retirement. We have found them knowledgeable and easy to work with. They listened to us and did a good job of understanding our goals and position. The staff is great, friendly, and accommodating. Found them to be a better fit than a larger national company we were using previously. We highly recommend Infinity Wealth Management.

My husband and I met Glen at a seminar he gave on Social Security. We were very impressed and scheduled a meeting with him to discuss his services . As a result, we assessed our risk levels, moved our wealth within Glen?s proposed ?buckets? based on accessibility and growth. We utilize the tax services provided at Infinity. And have also utilized a recommended lawyer associate for Will and Estate planning. We cannot be more pleased with Glen and the services that his staff provides. They are thorough,

Infinity far outshines the big financial companies that we've dealt with in the past. Glen and staff are fiduciaries who provide comprehensive estate and retirement strategies for all stages of life. Coupled with the tax preparation team, they provide a complete financial plan to meet your lifestyle. Glen meets regularly with us to plan for our full retirement income stream and we adjust where needed. Impressively, Glen refused to accept us as a client unless we could strategize to make our money last unt

I have been with Infinity Wealth Management for about 4 years. I met Glen while attending a few of his free seminars on investment and retirement planning. I was and continue to be greatly impressed by Glen?s energy and passion for investment management as well as his always up-to-date knowledge regarding all aspects of investments and retirement. As a result of our first couple of meetings, he produced a comprehensive retirement income plan tailored to my financial situation at the time and my future finan

The most amazing team of professional individuals are at Infinity Wealth. Friendly, down to earth, and very knowledgeable. We have had our taxes done with Theresa and the tax team for a few years now. We received guidance and personal attention with multi state tax returns and self employment status. Our questions were answered promptly and patiently. Referrals are often said to be the best form of flattery and we have referred many friends to this group.

I have been a client of Infinity Wealth Management, Inc. for more than eight years. I began as a tax client with my 2012 personal income tax return and expanded to using the Financial Management services the next year and estate planning services within the next couple of years. I lived in Asheville, NC when I first started with Infinity Wealth Management, Inc. and continued my association with this company even when I moved to Durham, NC in 2016 through the current time. Every member of Infinity Wealth

The ladies on the tax side at Infinity Wealth Management have been very good to work with over the years. They do very good work in a timely fashion at very good rates. I have been very pleased with their advice. I plan to continue as a client for many years to come.

I've been a client of Glen Pier and Infinity Wealth Management since 2018. Glen has provided me with well informed, thoughtful, personalized financial guidance based on an assessment of my assets and current needs - as I enter retirement - and my desire for ongoing security. Glen and all his team I've worked with are highly knowledgeable, skilled communicators, who clearly present and explain the advantages and possible disadvantages of the various options available to me, especially relating to tax-wise in

My wife and I have been using the tax and investment services of Infinity Wealth Management since early 2019. I would characterize the experience so far as "hands on with benefits". We actually see and talk to person controlling our investments. I can say with confidence that we are kept well informed with the latest IRS tax laws and Financial strageties by Glen and his exceptionally well trained and profession staff, We are planning to stay with Infinity Wealth Management through our retirement.

The Infinity Wealth Management team are super friendly and offer expert tax preparation services and financial planning. I've used them for several years because of their exceptional service and reasonable pricing.

Before he would do a financial plan for us, Glen took the time to get to know us, as individuals and as a couple. He honored all of our quirky thoughts/feelings about money, never tried to talk us into or out of anything, and set us on a great path going forward. We learned a lot working with him. I also can't say enough about the staff; they are very responsive, warm, authentic, and smart as all get-out. We highly recommend this firm.

I have been a client of infinity Wealth Management for over 15 years and have been extremely happy with the guidance and expertise they have provided me over the years. The advice and investments they recommended have played a huge part in the secure living style Im experiencing today. The staff is most helpful with any questions or concerns I've in the past and always seem to be looking out for my well being. A big thanks to you all for being so helpful.

We have been super pleased with the services and our interactions with all the personnel at Infinity. We are not 'savy' in dealing with investments and have found the direction and assistance offered to be particularly helpful to us. Having our taxes prepared at Infinity has also been an excellent experience.

I just had my taxes done at Infinity Wealth Management in Arden NC. It was a great experience. The manager, Theresa was friendly, knowledgeable and efficient, and her staff did my taxes very quickly. I am very satisfied and have no hesitation in giving them 5 stars.

Every team member at Infinity Wealth Management is professional, helpful and knowledgeable. We couldn't ask for a better company to interact with about our taxes, investments and future. We truly feel as though they treat us like family and we trust them to take care of us.

What began as a free seminar at our local library on understanding social security, has evolved into an incredible working relationship with Glen & his team. He helped us through retirement planning, manages our investments, and as of this year, Melanie handles our taxes. I have never had someone break down complex answers to my questions in a way that is easy for me to understand. I highly recommend without reservation.

We absolutely love and recommend this business. Glen and his team are extremely sharp and provide all the options you might want when considering financial planning. There is NO PRESSURE. Since they are independent, Glen does not "sell" you any product. Certainly he recommends options for the type of wealth management and retirement planning. He has made this process so easy for us. Thank you!

I love these guys. They really know their financial stuff and are there to support any decisions we make. There is no question to small or too complicated for them and they can help you through any financial matter. They genuinely care about you and your family being financial stable into the future, and they always leave decisions in your hands (with their advice if asked). They, however, go the extra mile offering lunch n learns, connecting people to other highly qualified professionals for legal advice,

Infinity has done such a great job on my taxes. They are thorough, responsive and prompt me with questions to ensure I take advantage of all available deductions. In addition, they allow me to upload my documents to a secure platform so I know my information is safe. I highly recommend IWM. You won't be disappointed.

This will be our 6th year using Infinity. We couldn't be more pleased, not only with the typical tax service, but their customer service - they are quick to return calls and explain tax jargon in layperson terms. We live 30 minutes away but feel the trip over and back is duly justified. Trust them with your taxes --- they won't disappoint!

Placing your money with a manager and trusting a firm with your taxes is a big thing! We couldn't be happier with the expertise and professionalism of Infinity Wealth Management. The whole team provides an excellent, seamless service.

Infinity Wealth Management, Inc. has done a great job in helping me understand my current situation and how it affects my financial future. They have educated and motivated me to organize my spending, saving and investing in order to live a good life long after retirement. If you are looking for a knowledgeable and trusting firm, I highly recommend you give them a call.

Infinity wealth management is great to work with. they have helped us with both our normal taxes for our 9 - 5s and advice starting a small business and been great to work with thru it all.

My wife and I have been working with Infinity since we relocated to Asheville and retired 7 years ago. We feel extremely confident that our savings our being effectively managed to our specific needs. Also excellent tax planning advice.

Do you like sleeping at night? Place your financial goals in the hands of Infinity Wealth Management. This team has more than pleased in every regard including tax planning and tax preparation for more than 12 years for me. Truly one stop shopping for your finances.

I have been seeking and obtaining innovative financial solutions for more than a decade from Glen and his colleagues at Infinity Wealth Management. Examples include asset based long term care coverage under which you do not need to use it or lose it. Another innovation was a non-annuitized IRA account where the death benefit equals the original contribution up to age 85 despite the minimum required distribution draw down annually. I also continue to receive valuable insights through tax analyses and educati

This is a great organization for investment, retirement, and tax planning. The entire financial spectrum. Highly recommend these folks. Don't wait, book an appointment now. And bring your questions. I followed their recommendation on a Social Security strategy and then signed up for the full package.

Theresa was very helpful and went out of her way to help us. We are very thankful for her and her hard work on our taxes! Thank you for helping us through this rough time. You are a blessing!! We will see you again and others need to as well with the work ethnicity you do!! Thank you, The Thompson?s

Infinity has an extremely Professional and knowledgeable experienced staff. This staff has a complete understanding of the taxation laws as they change. The most endearing trait that the staff has, Is they care about every individual client. Once an Infinity client, A client forever.

They are very thorough and very professional while at the same time very friendly and caring with each client. Each time we meet with our person we feel more like family then a client, and they make sure we understand why they are doing what they do. And on top of all that, they are very reasonable priced!

Love these guys. They've been doing my personal and corporate taxes for almost a decade now. They're attentive and always willing to go the extra mile for their clients. They've been a huge asset to me over the years as my business and portfolio have grown.

The whole staff is excellent to work with,they are dependable and timely. Also Teresa leads the crew and is great to work with. I definitely recommend them, you will enjoy them!

The service that infinity provides is always personal and professional. They make sure that things are correct and their customers are taken care of. What they have done for me is above and beyond.

I've been a client for over 10 years and have always had great service. They are knowledgeable and affordable. Just a wonderful group to work with.

Infinity has handled my finances for several years and I am very happy with the service and peace of mind with money management and taxes.

The most helpful financial advisor I have ever had. Also helpful with taxes and transferring IRA into Roth.

Professional. Quick. Attentive. Easy to work with. Great Service. They are everything that you would look for in an organization to handle your finances!

Outstanding company with good people! We have been with them 10 years.

Very professional, friendly and helpful. Keeps me coming back year after year. Thanks Infinity Wealth team!

Courteous professional staff who work to achieve our long range financial goals.

The IWM Staff have always gone above and beyond to assist me with all aspects of my finances.

Everyone is always so friendly and compassionate. I love INFINITY!

The staff is very helpful, especially Theresa. Service is top notch.

service was excellent, we are especially pleased with the knowledge and care given.

Wouldn't go anyplace else. Amazing staff and superb service!!!

I appreciate the very professional and efficient work done here.

The entire team is professional and helpful.

Completely professional, attentive and thorough.

Thank you Theresa and Melanie for all your help!

Great service and great staff!!!

fine people..reasonable