About Affinity Wealth Management
Affinity Wealth Management is a family-owned Financial Planning firm that bas been helping successful individuals, their families and businesses achieve their financial goals for over 30 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 President and CEO. 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 Management Magazine.
Affinity Wealth Management
TRUSTED FINANCIAL COUNSEL SINCE 1974
1702 Lovering Avenue
Wilmington, DE 19806
Local: 302-652-6767
Toll Free: 800-825-8399
Fax: 302-295-9954
e-mail:
Affinity Wealth ManagementTM
TRUSTED FINANCIAL COUNSEL SINCE 1974
TM
