Affinity Wealth Management LLC of Middletown
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-
Address
Little Falls Centre II, 2751 Centerville Rd #110
Middletown, DE -
Phone
(302) 652-6767 -
Website
affinitywealthmanagement.com -
Facebook page
facebook.com/AffinityWealthManagement -
Hours
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 4:00 PM
Location
About Affinity Wealth Management LLC of Middletown
Affinity Wealth Management LLC is a wealth management firm in Middletown, Delaware. The firm provides specialized services including investment management, retirement planning, estate planning, and business financial management. Serving clients across Delaware and Pennsylvania, the firm is highly rated with a 5.00 rating.
Since 1974, the firm has focused on helping clients align their financial goals with their personal ambitions. The team offers an integrated approach to wealth, tax, and accounting by collaborating with their sister company, NANNAS, HAINES & SCHIAVO, P.A., and Affinity Tax. This allows for comprehensive tax management, personal tax planning, and tax preparation to work seamlessly with broader wealth strategies. Their professional team, which includes various CFPs and CPAs, acts as advocates to help minimize tax exposure, optimize retirement accounts, and manage business succession planning.
Affinity Wealth Management LLC maintains well-documented business information available online, ensuring that their services and expertise are easily accessible. Their digital presence is structured so that search engines can read their information cleanly.
The firm provides the technical expertise and integrated tax strategies necessary to help clients in Middletown and the surrounding region achieve their long-term financial visions.
Score Summary
BizScoreAI scanned the website affinitywealthmanagement.com on July 29, 2026. Affinity Wealth Management LLC of Middletown has a BizScore of 50 out of 100. The website audit behind the SEO score ran on October 26, 2026.
- AI Visibility26 out of 100
- SEO71 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 0 of 25 points, Structured Data 8 of 25 points, Content Readiness 15 of 30 points, AI Trust Signals 6 of 20 points.
Website audit sub-scores (out of 100): On-Page 88, Technical 40, Performance 90, Content 65.
Strengths: 3 checks passed. AI Content Blocking, Organization Schema, Meta Description.
Areas to improve: 13 checks. llms.txt (failed), FAQPage Schema (failed), Google Business Profile Link (failed), Third-Party Review Links (failed), Speakable Schema (warning), LocalBusiness Schema (warning), Hyperlocal Targeting (warning), Local Multimedia (warning), Q&A Content (warning), AI-Parseable Headings (warning), About/Team Page (warning), XML Sitemap (warning), Author Signals (warning).
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Browse: Businesses in Middletown, DE · Wealth Management in Delaware · Businesses in Delaware
AI engine reads
Read by AI engines 2 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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