Affinity Wealth Management
Investment Management · 11 Employees
Phone Number: 13026526767
Email Address: jhall@affinitywealth.com
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About
Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals.
Affinity Wealth Management, LCL is a registered investment advisor. Affinity Wealth Management provides investment advisory and related services for clients nationally. Affinity Wealth Management will maintain all applicable registration and licenses as required by the various states in which Affinity Wealth Management conducts business. For additional information, please visit our website at www.affinitywealth.com.
Year Founded
1974
Social Media
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Industry
Investment Management
HQ Location
2961 Centerville Rd
Suite 310
Wilmington, Delaware 19808, US
Keywords
Investment ManagementFinancial PlanningEstate PlanningTax Planning
Location
- 2961 Centerville Rd Suite 310 Wilmington, Delaware 19808, US
Email Formats
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andywarhol@affinitywealth.com
first_initial + last
awarhol@affinitywealth.com
first + last_initial
andyw@affinitywealth.com
first
andy@affinitywealth.com
last
warhol@affinitywealth.com
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