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Categories: Investment Management
Summary:
Affinity Wealth Management LLC is an SEC-registered investment adviser based in Wilmington, Delaware founded in 2017. Affinity Wealth Management LLC provides investment advisory services, wealth management services, retirement plan advisory services, and financial advisor consulting services for clients including individuals, families, charitable organizations, government entities, and retirement plans.
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Affinity Wealth Management LLC - Reviews
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Daniel O.Dec 4, 2025
4.7
Incentivize
Ratings:Knowledge and competency
5.0
Trust and confidence
4.0
Ease of Doing Business With
5.0
Value
5.0
Willingness to Recommend
5.0
Overall Rating
5.0
Customer Service and Responsiveness
4.0
Fees and Costs
4.0
Communications and transparency
5.0
I think it is so good and no improvement is needed