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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.
Wealth Management Services:
• Investment Management
• Risk Tolerance Measurement and Assessment
• Portfolio Review and Analysis
• IRA and 401(k) Rollover
• Estate Planning
• Year-end Tax Planning
• Employer-Sponsored Retirement Plans
• Annuities and Income-Generating Products
• Long-Term Care Insurance
• Life and Disability Insurance
• Objective-based Financial Planning
• Investment Strategy Review
Affinity Wealth Management offers portfolios based on financial objectives, time horizons, and risk tolerances. Proprietary portfolios may consist of Exchange Traded Funds, Mutual Funds, and/or Separate Account Equities. Additional products and services are offered through Coastal Equities, Inc., our independent broker/dealer.
Talk to Bob and his team to stay informed and get the right insurance at the right price – fast, easy, and confidential. We specialize in helping households and businesses protect the people, property, and plans that matter most.
Home, Auto, Life, Business, Power Sports, Boats, Motorcycles, Renters
Hello, my name is Celeste Comando Founder of PROPERTY FINDER FOR INVESTOR my service provides you,the investor with information/ leads to homes for sale in the areas that show the most profit, as a property finder I do not provide any service that require a REAL ESTATE LICENSE. Information submitted is open to the general public, I provide you with property for sale, listed price, open for purchase, profit estimation after repair value (ARV),with a margin of 61% profit.
Property finder does the work for you for a fee..Please leave a message at the above email address or cell and I will return your message ASAP.
find real estate for investor/with a profit value of 61% AVR /I do not provide any service that require a Real Estate License
Debbie Stiles Phipps, Realtor® in DE, MD, PA /CRS/ABR, and a Top Agent in the Marketplace w/24 yrs experience has carefully created a team with a vision of customer service driven performance blended with old fashioned hard work and values along with the latest in technology. Each member brings multiple expertise’s, designations and specialties’ in our Tri-State marketplace.
Listing Specialist, Buyer Consultants, Relocation, 1st Time Buyers
We apply a rigorous financial profile assessment prior to making and implementing insurance and investment recommendations. We invest and manage assets to comply with your financial goals. We strive to satisfy your finiancial objectives efficiently and correctly.
Life and Disability Income Insurance, Mutual Funds and Long Term Care Insurance
Commercial Realtor in Delaware offering a sense of community is Harvey Hanna & Associates. Harvey Hanna provides many options for companies looking to gain a competitive advantage by strategically placing our clients in the center of the wealthiest business corridor. We are continually acquiring new properties and redeveloping existing sites to offer unique opportunities for a diverse clientele.
KT&D Inc. is an Independent Insurance Agency providing Commercial, Professional, and Personal Insurance. Our Life and Health department provides Employee Benefits, and Individual Insurance solutions.
We provide quality products selected from a group of stable insurance companies, and back them up with outstanding professional service. For more than 75 Years we have been the agency of choice for those “serious about insurance”.
Brandon Murray is an associate broker at the largest independently owned real estate company in the nation, Long & Foster. Brandon was an academic- he has dual degrees in Business Management and Economics, and graduated from Penn State University.
Brandon has been in business since 2007, and works on many aspects of real estate from buyer & seller representation, investment opportunities, property management, and new construction. Brandon has dissected the entire home buying and selling process and identified ways to streamline the process, improve the results and demystify the steps.
Buyer and seller representation specialist. Marketing Specialist
As a Financial Advisor with Merrill Lynch I help my clients achieve their financial goals. Through a disciplined financial and investment process, decisions are based on fact not emotions.
Many of my clients are busy, successful individuals with multiple priorities, concerned about the markets yet serious about investing and seek expert guidance.
With me at their personal CFO, my clients benefit from my CPA perspective, the resources of Merrill Lynch, and the experience of working with an established team. It’s an approach based on “know-how” and “know-you”, and truly reflects my goal of working closely with my clients to help them live the lives they want and plan for the future.
financial planning, social security maximization strategies, tax efficient investing, 401K plans for small business owners, annuity income solutions,
Lisa LaMarche and Michael Sicuranza formed Milestone Wealth Advisors to help clients take an important step in their journeys toward financial security. After decades of working in financial services, Lisa and Mike took their existing knowledge and best practices and enhanced them with a fresh outlook on managing client relationships. Their strategic alliance combines a similar business philosophy with key differences in backgrounds and experiences, offering clients superior, comprehensive wealth management.
“We place a higher value on client relationships than on specific financial products. Our independence allows us to focus on what is truly in our clients’ best interests and to create portfolios with the most appropriate tools available in the market.”
Using extensive analysis and sophisticated planning tools, Milestone advisors provide highly personalized service to each individual, family member, or business owner who steps through their doors.
Take a step in the direction of Milestone Wealth Advisors whether you are planning for investments, education, savings, property acquisition, retirement, or if you’d like a financial stress test on your current portfolio. An important strategy in complex times, a financial stress test evaluates how your current portfolio will perform in various economic scenarios, such as another 50% decline in the stock markets.
Founding partners Michael J. Sicuranza, CFP®, AEP® and Lisa M. LaMarche, CFP®, CPA offer clients an extensive career history in finance, planning, wealth creation and growth, and solutions for complex financial concerns.
The emergence of financial conglomerates is the unavoidable consequence of the globalization of finance and the significant investments in people and technology required to serve a mass market. Big players by necessity must standardize. We believe that standardization of service clashes with the needs and aspirations of an increasing number of well-informed investors. We have chosen to build a specialist asset management firm that provides service beyond the management of money.
We strive to be a sounding board for our clients’ investment ideas, and offer market intelligence by acting as a connector to a large network of investment professionals. Each of our clients must be able to access our principals’ knowledge, expertise for making informed investment decisions on their own. Thus, we serve only a limited number of clients. We deliberately avoid the path to mindless growth.
The Rentier’s Contract is a savings services with a fixed interest rate that is established in advance. We guarantee the bonus of up to 16.6% p.a. The Rentier’s Contract is intended for everyone who wants to use his/her accumulated resources as a Rentier. In other words, everyone who is willing to earn on his/her savings and accumulated capital should consider our offer. The point is to earn not to store cash that loses purchasing power over time due to inflation.
I am a Certified Financial Planner™ at Morgan Stanley Smith Barney. I have over eight years experience in the financial services industry. I work with businesses and individuals regarding wealth accumulation, preservation, and eventual transfer to heirs. I abide by a stringent code of professional conduct created by the Certified Financial Planner™ Board of Ethics.
Whether you are looking for a home mortgage for purchase, or considering refinancing in Wilmington DE, Newark DE, Hockessin DE, New Castle DE, Bear DE, Middletown DE, Smyrna DE, Camden-Wyoming DE, Dover DE, or anywhere in the State of Delaware, we have the Home Loan Solution to help you make the right choices. Free Loan Approvals Zero Cost, Zero Obligation and Zero Hassles!
Although our name is new, our business is not. For more than 40 years we learned, evolved, and led in loan management, servicing and asset recovery as Sallie Mae®. And now, we continue to lead as Navient, a company dedicated to helping our clients and the people we serve along the path to financial success.
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If you are located in the City of Wilmington, Delaware or surrounding counties, just fill in our easy form to add yourself to the list. New Castle County, Cecil County Maryland, and Chester & Delaware Counties of Pennsylvania are included for Bear, Chadds Ford, Claymont, Elkton, Elsmere, Hockessin, Kennett Square, Middletown, Newark, West Chester.