Roenick Investments LLC

Duncan Associates is a private wealth advisory practice associated with Ameriprise Financial Services LLC, located in Wilmington, DE. They specialize in providing personalized financial advice tailored to individual clients’ goals, whether it involves planning for retirement, education, or significant purchases. The firm emphasizes a one-on-one approach, offering customized investment asset allocation and regular meetings to track clients' progress. With over 130 years of experience, Duncan Associates is dedicated to helping clients achieve financial confidence and prepare for their futures. Generated from the website

Affinity Wealth Management, based in Wilmington, Delaware, offers comprehensive financial planning services since 1974. They assist clients in aligning their financial resources with personal goals to live fulfilling lives. The company believes in empowering individuals to create their desired lifestyle by providing wealth management, investment, and retirement planning strategies. With a focus on helping clients achieve their best life possible, Affinity Wealth Management takes care of investment management to allow more time for creating lasting memories with loved ones. They also offer guidance to pre-retirees and retirees in navigating life transitions to ensure a comfortable and fulfilling retirement. By subscribing to their newsletter, clients can access valuable insights and news to enhance their financial well-being and live life more fully. Affinity Wealth Management encourages individuals to share their goals and schedule appointments with their experienced Financial Advisors to design a life that aligns with their aspirations. Generated from the website content