Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Find local businesses
Share
Business Profile

Financial Planning Consultants

Affinity Wealth Management LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(302) 652-6767Write a Review

About

Overview

Affinity Wealth Management LLC

2751 Centerville Rd Ste 110

Wilmington, DE 19808-1627

View Service Area

BBB Accreditation & Rating

Affinity Wealth Management LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

Join Trusted Businesses

Become BBB Accredited

About This Business

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 Accredited Since: 1/31/2001

Years in Business: 52

Products and Services

Estate Strategies, Financial Advisory, Investment Management, Retirement Planning, Tax Strategies, Wealth Management

Business Details

Local BBB:
BBB Serving Delaware
BBB File Opened:
2/15/2001
Business Started:
1/1/1974
Business Incorporated:
11/27/2017
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Michael Sicuranza, President/CEO

Additional Contact Information

Customer Contacts
Mr. Michael Sicuranza, President/CEO
Fax numbers
Primary Fax: (302) 295-9954
Additional Phone Numbers
Other Phone: (800) 825-8399
Social Media

Additional Information

Business Categories
Financial Planning Consultants, Financial Services, Business Consultants, Retirement Planning Services, Investment Advisory Services, Wealth Management

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.