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Affinity Wealth Management, Inc.®

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Business Type	:	Estate Planning, Probate, & Living Trusts, Financial Services, Financial Planning Consultants, Retirement Planning Services, Financial Planners, Investment Management, Financing Consultants
Address	:	1702 Lovering Avenue, Wilmington, DE 19806
Coordinate	:	39.75999,-75.55998
Phone	:	(302) 652-6767
Year	:	1974
Payment	:	Cash, Mastercard

Opening Hours :
Mon - Fri : 8:00 am - 5:00 pm
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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.

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