Working with Shai has been fantastic. Her communication, attention to detail, and overall professionalism have been top tier. I never felt rushed in any of our meetings and the information was never overwhelming.
Relationship to Financial Advisor: Client as of May 6, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jj Muriel
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 24, 2026
Shai has been excellent to work with so far on my financial planning journey. Finding a financial advisor who truly understands and caters to young professionals is not easy, but Shai has been the perfect fit. She takes the time to understand my goals and provides clear, practical guidance that aligns with where I am in life and where I want to go. I highly recommend her to any young professional looking to build a strong financial foundation.
Relationship to Financial Advisor: Client as of Feb 24, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Tyler Danzy
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 16, 2025
Shai is wonderful to work with! She is knowledgeable, patient, and took the time to explain everything clearly. I felt confident and supported throughout the entire process of reviewing budgets and IRAs. I highly recommend Shai to anyone looking for trustworthy financial planning guidance!!
Relationship to Financial Advisor: Client as of Dec 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Haley Russo
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 15, 2025
Shai at Infinity Financial Services is very knowledgeable about all things financial. I have attended multiple webinars and have used her downloadable forms, each time feeling as though I’ve gained new skills and learned something new. Shai is also very communicative and punctual, answering any questions in a timely manner. I am glad that I found Shai at Infinity Financial Services!
Relationship to Financial Advisor: Client as of Dec 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Hanna Maxim
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 15, 2025
Shai explained a variety of options, such as investments and IRAs, in a clear and concise manner that was easy to understand. She offered suggestions for budgeting and answered all my questions. Shai was both professional and approachable. I would highly recommend Infinity Financial Services.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Paisley Gothreau
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 15, 2025
Shai has helped me with a variety of financial services. She provided me with simple to use spreadsheets to learn how to budget and track my expenses. She has walked me through a variety of things including high yield savings accounts and what to look for and to avoid. Shai answers all my questions (even the silly ones) with professionalism and makes understanding my finances so much easier. I highly recommend Infinity Financial Services!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.