Affinity Wealth Management » Financial Services & Real Estate

Click any business name for complete profile. This page contains the following sub-categories:
Accounting, Bookkeeping services, Banks & Loans, Apartments & Rentals, Appraisals & Inspections, Financial Planning & Investing, Insurance (Home, Medical, Life, Auto), Home Builders, Credit & Collection Agencies, Mortgages, Realtors & Real Estate Agents, and other financial services.   View All Categories

Affinity Wealth Management

Contact: Peter Gaertner
Office 1702 Lovering Ave Wilmington Delaware 19806 Phone: 302-652-6767 Website: http://www.affinitywealth.com

Business Description

Photo of Affinity Wealth Management

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.

Connections Business Directory | Leaflet | Wikimedia

1702 Lovering Ave Wilmington Delaware 19806


List Your Financial Services or Real Estate Company

Banking, real estate & finance in Delaware

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.