BBB Accredited Business Profile

Affinity Wealth Management

Affinity Wealth Management

(302) 652-6767

Affinity Wealth Management

44 years in business
1702 Lovering Avenue
Wilmington, DE 19806
Fax Numbers
  • (302) 295-9954
Additional Phone Numbers
  • (800) 825-8399
Additional Email Addresses
  • invest@affinitywealth.com
BBB File Opened: 02/15/2001
Business Started: 01/01/1974
Business Management
  • Mr. Donald Kalil, Chairman
  • Ms. Victoria Alexitch, COO
  • Mr. James E. Hall, President
Business Category
  • Financial Planning Consultants
  • Investment Advisory Services
  • Retirement Planning Services
  • Financial Services
  • Business Consultant

Alternate Business Names
  • AFFINITY WEALTH MANAGEMENT, INC.®
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business

A+

Overview

Affinity Wealth Management is a privately held Financial Planning firm that has been providing services to successful individuals, their families, and businesses for over 40 years. Founded by Dr. James Kalil, Ph.D., in 1974, the company has evolved into a regional Wealth Management firm. His son, Donald Kalil, joined the firm in 1985 and is currently Chairman of Affinity.

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 Manager Magazine. 

 

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Affinity Wealth Management

Affinity Wealth Management

BBB ACCREDITATION SINCE 01/31/2001

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