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Financial Advisors in Delaware

Affinity Wealth Management
1702 Lovering Ave,
Wilmington, DE   19806
Call : (302) 254-6121

Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals.At AWM, we utilize a proprietary investment strategy that has stood the test of time. This strategy has been the key to our client's success. In fact, for several... read more>>

Sherpa Financial Services
722 Yorklyn Rd,
Hockessin, DE   19707
Call : (610) 624-1665

"Planning Is Bringing The Future Into The Present So That You Can Do Something About It Now" - Alan LakeinI help individuals and families plan and execute on financial strategies that allow them to enjoy a safer and more predictable financial future.Looking For An Experienced, Results Driven Financial Advisor? I'd Love The Opportunity To Serve You And Your Financial Goals.RETIREMENT PLANNING * WEALTH MANAGEMENT * TAX PLANNING * ESTATE PLANNING * INSURANCE PLANNING * HEALTHCARE PLANNING

Chesapeake Wealth Advisors
20 Montchanin Road,
Greenville, DE   19807
Call : (302) 304-8008

OUR VISIONChesapeake Wealth Advisors is an experienced team of financial professionals at Janney Montgomery Scott LLC -- one of the nation?s most prestigious investment firms. We strive to be the highest standard of success in financial relationships. The measure of our success?and how we differentiate ourselves from other firms?lies in the strength of our relationships with you, supported by a foundation of trust and performance. Putting your financial needs first is at the center of who we... read more>>

List of Additional Financial Advisors in Delaware
Strategic Foresight Investments (StratFI) Wilmington, DE
Morgan Stanley Smith Barney Wilmington, DE
Ashford Capital Management Inc Wilmington, DE
Ashford Consulting Group, Inc. Wilmington, DE
Daniels + Tansey, L.L.P. Wilmington, DE
Global Currents Investment Management, Llc Wilmington, DE
Andesa Strategies, Inc. Wilmington, DE
Prudential Advisors Newark, DE

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Are You A Financial Advisor in Delaware?

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Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only