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Affinity Wealth Management, Inc.®

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1702 Lovering Avenue, Wilmington, DE 19806

(302) 652-6767

OPEN NOW
Today: 8:00 am - 5:00 pm
45
YEARS
IN BUSINESS
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General Info
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.
Hours
Regular Hours
Mon - Fri:
Services/Products
Estate Planning, Tax Preparation, Investment Services, Financial Services
Payment method
cash, mastercard
Neighborhood
Forty Acres
Languages
English, German
Accreditation

CFP

Categories
Investment Management, Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Retirement Planning Services

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