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      Details

      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.

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phone:

      Main - 302-652-6767

      Address:
      1702 Lovering Avenue Wilmington, DE 19806
      Email:

      Link:

      http://www.affinitywealth.com

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      Categories
      Investment Management, Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Retirement Planning Services
      Services / Products
      Estate Planning, Tax Preparation, Investment Services, Financial Services
      Payment Options
      cash, mastercard
      Neighborhood
      Forty Acres
      Languages
      English, German
      Accreditation

      CFP

      Data provided by one or more of the following: Thryv, Data Axle, Yext.