Company Email Format Management

Affinity Wealth Management LLC

Investment Management 2751 Centerville Rd 24 employees

Employees: 24
Contacts: 2
Emails: 2
Phones: 2

affinitywealth.com LinkedIn

Affinity Wealth Management LLC Overview

Headquarters: 2751 Centerville Rd
Phone Number: Available in AeroLeads
Website: affinitywealth.com
Industry: Investment Management
Employees: 24
Founded: 1974
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Management Financial Planning Estate Planning Tax Planning

About Affinity Wealth Management LLC

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. Affinity Wealth Management, LLC is a registered investment advisor. Affinity Wealth Management provides investment advisory and related services for clients nationally. Affinity Wealth Management will maintain all applicable registration and licenses as required by the various states in which Affinity Wealth Management conducts business. For additional information, please visit our website at www.affinitywealth.com.

Affinity Wealth Management LLC Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage
Phone contacts: 2; 66.7% coverage

Affinity Wealth Management LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Michael Sicuranza Cfp®, Aep®	Financial Advisor to the Professional	Wilmington, Delaware, United States	Email Phone
Charles Heisey	Director of Operations at Affinity	Greater Philadelphia, United States	Email Phone
Ray Manza	Vice President at Affinity Wealth	Hockessin, Delaware, United States	View