Affinity Wealth Management, Inc.®
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1702 Lovering Avenue, Wilmington, DE 19806
1702 Lovering Avenue, Wilmington, DE 19806
Website
EmailAffinity 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.
More Business Info
- 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
- Other Link
- Categories
- Investment Management, Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Retirement Planning Services