Infinity Financial Advisors

Scheduled To Meet With Him

I dreaded coming Infinity Financial Advisors because we talked about the same thing over and over and when its done, he’ll ask to check-in want to take a picture of me at the office.

He’ll even ask again if I checked-in before I even stepped foot out the door.

I finally had to tell him that I am not comfortable with social media knowing my location. He never harassed me about it again.

The first time I came here, I was interested in what David has to offer b/c after receiving a letter from the IRS, it feels intimidating and I wanted to be sure to take the RIGHT steps to handle this case correctly.

Before coming to Infinity, I read the notice from the IRS thoroughly to be well-aware of my situation and what I can do to fix it.

I was told David just started the business and that he could help me with my tax situation when I was well aware I could have taken the steps myself by following the SAME instructions that was listed on my IRS notice. But here I am, helping him market his business.

Throughout the times I was scheduled to meet with him, at some meetings I had to give him some papers and some meetings he just spoke in circles.

He never once discussed HOW MUCH each step was going to be or if I wanted to proceed with them.

Instead, at our LAST meeting, closing up on my tax case, he tells me the fees and changed the price a few times infront of me which makes me feel very uneasy, and it was a grand total of $500. Oh!

And then he’ll seal up the paperwork and place it in a Priority Mail Flat Rate envelope and have you pay for the shipping rate and drop it off at your nearest post office…….

My dad had a similar case as me and all my brother had to do was call the IRS line and they’ll guide you through the process, FOR FREE!

Is Infinity Financial Advisors a legit?

Infinity Financial Advisors is not running a legit business. They are not aggressive towards customer satisfaction and complaint grievance redressal, Hence 3 consumer[s] submitted negative ratings, and only a few left positive feedback.

Where is Infinity Financial Advisors located?

Infinity Financial Advisors is headquarted at 5555 West Loop S Ste 420 Bellaire, TX 77401. You can contact Infinity Financial Advisors by dialing (713) 766-6500 or visit their website

How much monetary loss is incurred by Infinity Financial Advisors’s customers?

According to Infinity Financial Advisors’s customers, a monetary loss of US $3252 has been reported. The severity of entire incident reports is high.

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3 Reviews on Infinity Financial Advisors

  1. And they are very diverse.

    I am extremely appreciative to David. He has been finding answers to all my financial problems. And they are very diverse.

  2. Really friendly people.

    Really friendly people. These guys do great job. Highly Recommend in tax preparation, bookkeeping, insurance

  3. they are always there for you.

    Here at Infinity Financial Advisors, all clients are treated as their family members. Whenever you need anything, they are always there for you.

Reviews: 3
Reported Loss : 3252 $
Severity : High
Reported by : Anonymous
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