801 West Bay Dr Suite 100 Largo, FL 33770
Dependable Financial Planning & Tax Services in Largo, FL
Nicknamed "The City or Progress" Largo is the third largest city in Pinellas County. Known for a great residential quality of life, affordable cost of living, and proximity to a vast network of diversified businesses, Largo prides itself on its ability "to provide superior services that enhance the quality of life and community pride."
Located conveniently in central Largo, we at Infinity Tax and Financial Planning take great pride in serving our communities tax preparation and financial planning needs. In an ever-progressing community, we offer an innovative approach to our clients financial freedom. Call for more information today!
Financial Advisor - holds Series 7, 63 and 65 securities licenses as a Registered Representative and Investment Advisory Representative, licensed insurance agent and Registered Tax Return Preparer
As a lifelong Florida resident, I grew up in Seminole located in here Pinellas County, where I returned after pursuing my General Business degree at Troy University in Alabama and the University of Central Florida in Orlando. I began working in the financial services business with Infinity Tax and Financial in 2001. While preparing over five hundred tax returns annually, I have been able to build a substantial base of both financial and tax clientele in over 12 states. I pride myself on helping put my clients in the most advantageous position possible regarding their tax situation. Focusing on customer service, our business provides strategic planning for our clients to help them achieve and maintain financial success through retirement planning using monte carlo simulation, financial analysis, and investment advisory services.