Infinity Wealth Management, Inc. - Arden, North Carolina

May L.

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 to explain every detail, ensuring I am fully informed and comfortable with each decision. Her ability to break down intricate financial concepts into simple, understandable terms has been invaluable.

What truly distinguishes Melanie is her unwavering commitment to going the extra mile. She has consistently exceeded my expectations by taking additional steps to ensure that everything is done accurately and efficiently. Her proactive attitude and meticulous attention to detail have provided me with immense peace of mind, knowing my financial affairs are in the best possible hands.

In every interaction, Melanie's genuine care for her clients shines through. She is always responsive, approachable, and willing to provide guidance beyond the standard scope of her duties. Her dedication and passion for her work are evident, and it is clear that she genuinely wants the best for her clients.

I cannot recommend Infinity Wealth Management and Melanie highly enough. The combination of Melanie's exceptional skills, her professional yet personable approach, and her willingness to go above and beyond makes her an invaluable asset. If you are looking for a top-notch CPA who will not only manage your finances expertly but also make the process seamless and stress-free, look no further than Melanie and Infinity Wealth Management.

Bennett F.

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. We had a great experience with Infinity Wealth Management and definitely plan to work with them again!

Judy A.

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 Management, Inc. is well educated, professional, considerate, friendly and interested in helping each and every client. They answer any and every question promptly and thoroughly and do not hesitate to gather more information, if needed.

It has been an extreme pleasure to work with such a delightful and wonderful group of individuals within every position within the company.
I have every confidence that I can leave all the details related to my personal tax returns and managing my financial plan to the staff at Infinity Management, knowing that they provide me with the most up-to date information, recommendations and services.

I know of no better Team of professionals that can guide me through the best alternatives for my current and future financial management than the dedicated staff in every position at Infinity Wealth Management, Inc.

Gene M.

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 tolerances for investment risk were assessed. He presented a plan for meeting our goals and details were ironed out. Since then we have been meeting with Glen on a quarterly basis for a comprehensive update of our financial status. It has indeed been a great pleasure to work with Glen. While we have had contact with many other staff in Glen’s office, we most often have had occasion to speak with Catherine and Theresa for different reasons. They, too, have provided exceptional service and have been great to work with. My wife and I do highly recommend Infinity Wealth Management for your financial needs.

Palmer M.

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.

Debbie W.

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, honest and open to feedback to meet the needs of their clients.

Denise F. H.

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 until we both lived to be 100 yrs old. He said he wanted to be able to sleep at night knowing he'd taken care of his clients properly. That is awesome! We highly recommend Infinity for financial peace of mind. And the staff members are professional, personable and detail oriented. We love Infinity. These people have moral standards that we align with. Thank you!!!

Konrad K.

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 financial needs. We then invested the funds accordingly and I could not be happier with the result. In addition, many of my investment decisions were made in consultation with Glen’s in-house tax advisors to maximize overall tax savings. Glen has assembled an outstanding, friendly, extremely helpful, and responsive staff. A special shout-out to Catherine, Janice, Theresa and Melanie! I feel that my investment and retirement planning decisions have been smartly guided by Glen and the team at Infinity Wealth Management.