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Affinity Wealth Management, Inc.®
Financial Planner in wilmington de
Areas of Expertise | financial planning | investment management | wealth management | retirement planning | payroll services | tax planning | accounting services |
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Address
1702 Lovering Avenue
wilmington, de
19806 -
Contact
tel (302) 652-6767
fax (302) 295-9954
invest@affinitywealth.com -
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Map/Directions
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About
Affinity Wealth Management, Inc. is a privately held Financial Planning firm that has been helping successful individuals, their families and businesses achieve their financial goals for over 40 years. Founded by Dr. James Kalil, Ph.D., in 1974, as a value-style money manager, the company has evolved into a significant regional Wealth Management firm. His son, Donald Kalil, joined the firm in 1985 and is currently Chairman of AWM. The firm was selected by the Better Business Bureau of Delaware to be the 2002 recipient of the Torch Award for high marketplace ethics and has been listed among the top 500 Wealth Management firms in the country by Bloomberg Wealth Manager Magazine.
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I've been doing this for 52 years
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Hours of Operation
Mon - Fri 8:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed