Affinity Wealth Management LLC is a privately held Financial Planning firm that has been helping successful individuals, their families and businesses achieve their financial goals for over 40 years. Founded by Dr. James Kalil, , in 1974, as a value-style money manager, the company has evolved into a significant regional Wealth Management firm. His son, Donald Kalil, joined the firm in 1985. The firm has been listed among the top 500 Wealth Management firms in the country by Bloomberg Wealth Manager Magazine.
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