Our
mission is to provide our clients with the highest quality wealth management
solutions that will facilitate in achieving their long term life
goals.
Our
Vision is for our clients to have a safe, secure future for not only themselves
but their loved ones
1702 Lovering Avenue
Wilmington, DE 19806
Local: 302-652-6767
Toll Free: 800-825-8399
Fax: 302-295-9954
E-Mail:
invest@affinitywealth.com
Wilmington, DE 19806
Local: 302-652-6767
Toll Free: 800-825-8399
Fax: 302-295-9954
E-Mail:
invest@affinitywealth.com
Affinity Wealth Management™
TRUSTED FINANCIAL COUNSEL SINCE 1974
TRUSTED FINANCIAL COUNSEL SINCE 1974
James E. Hall, Jr., CFP®
Senior Financial Advisor
Senior Financial Advisor
Financial planning and investment management for
the year 2005 and beyond has gotten more precarious for many people, according
to James Hall, Jr., CFP®. A long-time and well-known leader in the financial
planning industry, Jim is a Senior Advisor at Affinity Wealth
Management.
"The combination of the stock market and record-low
interest rates over the last 5 years have caused a great deal of concern for
investors. Now is the time that people really need to evaluate their financial
planning and investment management partners. At the same time, they need to
subject themselves to a measure of cross-examination regarding their own goals,
their tolerance for risk, and a number of other variables that affect their
future."
Jim joined AWM in April of 2003, after six years in
private practice. Prior to that, Jim was a Senior Financial Advisor with
American Express Financial Advisors. Jim, a native Delawarean, has over 18
years of financial planning and investment management experience. A graduate of
Salesianum School and the University of Delaware with a BA degree in Economics,
he has helped hundreds of individuals and families grow and protect their
wealth.
He earned national accreditation as a Certified
Financial Planner (CFP®) in 1991. Jim is a member of the Financial Planning
Association and the Delaware Estate Planning Council.
Affinity
Wealth Management, Your total financial solutions provider