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https://www.affinitywealth.com/
Affinity Wealth. Discover Your Life Lived Full. Subscribe to our Newsletter. Schedule a Meeting. Affinity Wealth Management. 2961 Centerville Road, Suite 310 , Wilmington, DE 19808, United States (302) 652-6767 [email protected]. Hours. Mon 9am-5pm. Tue 9am-5pm. Wed 9am-5pm. Thu 9am-5pm.
https://www.affinitywealth.com/how-we-help
We create a wealth management, tax and estate plan to help you live more fully. ... Affinity Wealth Management. 2961 Centerville Road, Suite 310 , Wilmington, DE 19808, United States (302) 652-6767 [email protected]. Hours. Mon 9am-5pm. Tue 9am-5pm. Wed 9am-5pm. Thu 9am-5pm. Fri 9am-4pm.
https://www.yelp.com/biz/affinity-wealth-management-wilmington-2
Affinity Wealth Management 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.
Affinity Wealth Management Group and Western Wealth Management LLC are separate entities from LPL Financial. The LPL registered representatives of Affinity Wealth Management Group may only discuss securities or transact business with persons who are residents of AZ, CA, CO, IA, MD, NC, NY, TN, UT.
http://www.affinitytucson.com/
Business Hours: 7:30am - 4:30pm. 2476 E River Road, Tucson, Arizona 85718. Get Directions
https://www.bbb.org/us/de/wilmington/profile/financial-planning-consultants/affinity-wealth-management-llc-0251-4000937
Affinity Wealth Management LLC. Financial Planning Consultants. Business Profile. Affinity Wealth Management LLC. 2961 Centerville Rd Ste 310. …
https://www.facebook.com/AffinityWealthManagement
Affinity Wealth Management LLC, Wilmington, DE. 132 likes · 43 talking about this · 10 were here. Helping you live your best life possible.
https://affinitywmg.com/contact-us/
Contact Us Affinity Wealth Management Group Address: 720 Summit Boulevard, Unit 101 B Frisco, CO 80443 Mailing Address: PO Box 4776 Frisco, CO 80443 Phone Number: (970) 668-8448 Email: [email protected] Send Us A Message Just enter your name, email, subject, and message below and hit send.
https://whalewisdom.com/filer/affinity-wealth-management
Affinity Wealth Management is a registered investment advisory firm with 60 clients and discretionary assets under management (AUM) of $11,179,954 (Form ADV from 2021-03-29). Their last reported 13F filing for Q2 2021 included $503,572,000 in managed 13F securities and a top 10 holdings concentration of 48.2%.
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