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
Patrick Barrera
Planning Specialist
Planning Specialist
Patrick is a native of New York and joined AWM in
September of 2005.
Prior to working at AWM, Pat worked at CUNA Mutual
in Pennsylvania as a planning assistant.
Pat has a strong backround in Customer relations
and Tech support. He acts as the main liason for both TD Ameritrade and
Schwab.
Pat currently holds Series 7 and 63 registrations,
and has been registered for over 9 years.
Affinity
Wealth Management, Your total financial solutions provider