Infy Finance Solutions - Sustainable Financial Solutions in USA

About Infy Finance Solutions

Pioneering ethical financial solutions across the United States since 2010.

At Infy Finance Solutions, we believe that financial success and social responsibility are not mutually exclusive. Our team of certified financial advisors specializes in creating investment strategies that align with your personal values while maximizing your returns.

We understand that modern investors want more than just financial growth—they want to make a positive impact on the world. That's why we've developed a comprehensive approach to ethical investing that considers environmental, social, and governance (ESG) factors in every decision we make.

Our client-centered approach ensures that your financial plan is tailored to your unique goals, risk tolerance, and ethical considerations. Whether you're planning for retirement, saving for your children's education, or building wealth for future generations, we're here to guide you every step of the way.

Our Vision

To revolutionize the financial industry by making ethical investing the standard rather than the exception. We envision a future where every investment decision contributes to a more sustainable, equitable, and prosperous world for all.

We strive to be the leading ethical financial advisory firm in the United States, setting new standards for transparency, accountability, and social responsibility in wealth management.

Our Mission

To provide comprehensive financial planning services that align our clients' financial goals with their personal values. We are committed to:

Delivering personalized financial strategies that prioritize both growth and ethical considerations
Educating our clients about the impact of their investment choices
Maintaining the highest standards of integrity and transparency in all our dealings
Continuously researching and incorporating the best ethical investment opportunities

Why Choose Infy Finance Solutions

Discover what sets us apart in the world of ethical financial planning

Sustainable Investing

We specialize in ESG (Environmental, Social, and Governance) investing that delivers competitive returns while supporting positive change in the world.

Expert Advisors

Our team includes certified financial planners, investment analysts, and ethical investing specialists with decades of combined experience.

Customized Portfolios

We don't believe in one-size-fits-all solutions. Every portfolio is tailored to your unique financial goals and ethical preferences.

Risk Management

Our sophisticated risk assessment tools ensure your portfolio is protected against market volatility while maintaining ethical standards.

National Coverage

With advisors across the United States, we provide consistent, high-quality ethical financial planning services no matter where you're located.

Fiduciary Commitment

As fiduciaries, we are legally obligated to act in your best interests at all times, ensuring complete transparency and trust.

Our Work Process

How we help you build an ethical financial future

Initial Consultation

We begin with a comprehensive discussion about your financial goals, values, and current situation.

Values Assessment

We help you identify and prioritize the ethical considerations that matter most to you.

Strategy Development

Our team creates a customized financial plan that aligns with your goals and values.

Implementation & Monitoring

We execute your plan and continuously monitor performance, making adjustments as needed.

Our Services

Comprehensive ethical financial solutions for every stage of life

Financial Planning

Our comprehensive financial planning services help you create a roadmap to achieve your life goals while staying true to your values. We analyze your current financial situation, identify opportunities, and develop strategies that balance growth potential with ethical considerations.

Business Finance Planning

We help businesses develop financial strategies that support growth while maintaining ethical standards. From cash flow management to sustainable business investments, our advisors provide comprehensive guidance to ensure your business thrives financially and socially.

Wealth Advisory

Our wealth advisory services are designed for high-net-worth individuals who want to grow their assets while making a positive impact. We create sophisticated investment strategies that include impact investing, philanthropic planning, and legacy building.

Insurance Consulting

Protect what matters most with our ethical insurance consulting services. We help you navigate the complex insurance landscape to find coverage from companies that demonstrate social responsibility, ensuring your protection aligns with your values.

Debt Management

Take control of your financial future with our strategic debt management services. We help you develop a plan to eliminate debt efficiently while maintaining your ethical standards, including guidance on responsible lending institutions and debt consolidation options.

Crypto Trading & Consulting

Navigate the world of digital currencies with our ethical cryptocurrency consulting services. We help you understand the environmental and social impacts of different cryptocurrencies and develop investment strategies that align with your values.

Client Reviews

Hear what our clients across the USA have to say

"Working with Infy Finance Solutions has transformed my financial future. They helped me build a portfolio that reflects my values while delivering excellent returns. I couldn't be happier!"

Sarah Johnson

New York, NY

"As a business owner, I needed financial advice that aligned with my company's values. Infy Finance Solutions delivered beyond my expectations. Their expertise in sustainable business financing is unmatched."

Michael Chen

San Francisco, CA

"I've worked with several financial advisors, but none have taken the time to understand my ethical priorities like the team at Infy Finance Solutions. They've made investing meaningful for me."

Emily Rodriguez

Austin, TX

"The retirement planning I received has given me peace of mind. I know my investments are working for my future and for causes I care about. Thank you, Infy Finance Solutions!"

Robert Thompson

Seattle, WA

"Their crypto consulting services opened up a whole new world of ethical digital investing for me. I appreciate how they explained the environmental impacts and helped me make informed choices."

Jessica Williams

Boston, MA

"The debt management plan they created helped me become debt-free three years ahead of schedule. Now I'm investing ethically and building wealth with confidence. Highly recommended!"

David Martinez

Chicago, IL

Frequently Asked Questions

Answers to common questions about ethical financial planning

Ethical financial planning is an approach that aligns your investment decisions with your personal values and social principles. It considers environmental, social, and governance (ESG) factors alongside traditional financial metrics to create portfolios that generate both returns and positive impact.

Research increasingly shows that ethical investments can perform as well as, and sometimes outperform, traditional investments. Companies with strong ESG practices often demonstrate better risk management, innovation, and long-term sustainability, which can translate to competitive financial returns.

We use a combination of quantitative ESG ratings, qualitative research, and your personal values to evaluate investments. Our team analyzes companies based on their environmental impact, labor practices, corporate governance, community engagement, and other ethical factors before recommending them to clients.

Absolutely! We believe ethical investing is personal. During our values assessment process, we help you identify and prioritize the ethical issues that matter most to you, whether that's environmental sustainability, social justice, corporate transparency, or other considerations. Your portfolio is then tailored accordingly.

Yes, we provide ethical financial planning services to clients across all 50 states. Our team includes advisors licensed in multiple jurisdictions, and we leverage technology to deliver personalized service regardless of your location. We also have physical offices in several major cities for in-person consultations.

We use a variety of metrics to measure impact, including carbon footprint reduction, diversity and inclusion statistics, community investment data, and governance improvements. We provide regular impact reports alongside traditional financial statements so you can see both the financial and social returns on your investments.

We can assist with virtually all types of investment accounts, including IRAs (Traditional, Roth, SEP), 401(k) rollovers, taxable brokerage accounts, 529 education savings plans, health savings accounts, trust accounts, and business retirement plans. Each can be structured with ethical investment options.

Getting started is easy! Simply contact us through our website or call our office to schedule a complimentary initial consultation. During this meeting, we'll discuss your financial goals, values, and current situation to determine how we can best help you build an ethical financial future.

Contact Us

Get in touch with our ethical financial planning team

Contact Information

Phone

(714) 484-6711

Email

info@infyfinancesolutions.com

Address

4563 Larwin Ave
Cypress, CA, USA - 90630

Business Hours

Monday - Friday: 9:00 AM - 6:00 PM
Saturday: 10:00 AM - 2:00 PM

Ethical Financial Planning for a Sustainable Future