Affinity Wealth Management
Affinity Wealth Management has been successfully managing money for over 40 years. Affinity Wealth Management is in an ideal position to help meet your needs. When you choose Affinity Wealth Management, you benefit from obtaining comprehensive advice from a team of highly qualified professionals who have successfully managed money through some of the most difficult times in history. As a team, Affinity Wealth Management has decades of combined asset management experience.
1702 Lovering Ave.
Wilmington, DE 19806
630 Freedom Business Center (third floor)
King of Prussia, PA 19406
51 JFK Parkway First Floor West
Short Hills, NJ 07078
Toll free: 1-800-825-8399
Securities offered through Coastal Equities, Inc., member FINRA/SIPC, 1201 North Orange Street, Suite 729, Wilmington, Delaware 19801. Coastal Equities, Inc. and Affinity Wealth Management, Inc. are not affiliated.
James E. Hall Jr
James E. Hall Jr. President of Affinity Wealth Management Before the New Year, you may want to consider some end of the year resolutions to help get your financial house in order. These items can help maximize your retirement plans and possibly help you reduce taxes over the long run.
James E. Hall Jr. President of Affinity Wealth Management Too often, small business owners spend too much time and energy on building their companies that they neglect their own personal financial futures. They may consider their companies to be their retirement plan and don’t create a plan to turn business success into…