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Business Directory


Financial Services
 

Diamond State Financial Group
121 Continental Drive
Suite 110
Newark, DE 19713
Phone: (302) 366-0366
Fax: (302) 454-9405
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Business and Professional Services
Since 1989, Diamond State Financial Group has been committed to helping our clients improve their long-term financial successes. We make available a wide range of quality financial products and the advice and expertise of some of the best financial professionals in the industry. Teamwork is the defining factor that sets Diamond State Financial Group apart from the rest of the financial services field. When working with our advisors, for either personal or business services, you are introduced to a team of professionals that have the common goal of offering expert assistance to help you in reaching financial freedom.
Member Since: 1990

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Commonwealth Trust Company
29 Bancroft Mills Road
2nd Floor
Wilmington, DE 19806
Phone: (302) 658-7214
Fax: (302) 658-7219
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Commonwealth Trust Company, established in 1931, is an independent, privately-held boutique trust company, partnering with our clients’ existing advisers to provide professional trust administration. CTC currently administers in excess of 650 trusts, representing more than $16 billion in assets under administration.
Member Since: 2011

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Cooper Levenson, Attorneys at Law
30 Fox Hunt Drive
Fox Run Shopping Center, Unit 30
Bear, DE 19701
Phone: (302) 838-2600
(800) 449-9803
Fax: (302) 838-1942
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Erin Brignola of Cooper Levenson is a bankruptcy attorney, helping clients with debt relief, for more than 23 years. Erin was listed as one of “Delaware’s Top 100 Lawyers (Oct. 2001),” one of “Delaware’s 75 Power Attorneys (Nov. 2004),” and one of “Delaware’s Top Lawyers 2010” by Delaware Today magazine.
Member Since: 2011

See Also Legal Services - Attorneys, Financial Services - Debt Elimination
First State Community Loan Fund
100 West 10th St., Ste. 1005
Community Service Building
Wilmington, DE 19801
Phone: (302) 652-6774
Fax: (302) 656-1272
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Delawareans Save!, a special matched-savings program at the FSCLF, is an opportunity for working, low-income Delawareans who wish to invest in small business start up/growth, first-time homeownership, or post-secondary education...
Member Since: 1993
Rockwell Associates - Randall Glick
1521 Concord Pike
Suite 305
Wilmington, DE 19803
Phone: (302) 655-7151
Fax: (302) 655-3042
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At Rockwell, my approach is to provide our clients with an economic model that allows them to determine if the financial decisions they have made are accurate and appropriate to their situation. I focus on strategies and processes that must be verifiable and structurally sound, and must work under any given set of circumstances. Using this proprietary model, I have helped many clients understand how they can meet and exceed their financial goals.
Member Since: 2012

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Sallie Mae
300 Continental Drive
Newark, DE 19713
Phone: (302) 283-8000
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Sallie Mae is the nation’s No. 1 financial services company specializing in education. Serving 23 million customers, the company offers innovative savings tools, tuition payment plans and education loans that promote responsible financial habits and reward success. Sallie Mae helps students and their families save, plan, and pay for college — enabling them to responsibly achieve their dreams.
Member Since: 2011

See Also Financial Services - Educational Funding
Bassett, Dawson & Foy, Inc.
1011 Centre Road, Ste. 110
Delle Donne Corporate Center
Wilmington, DE 19805
Phone: (302) 999-9330
Fax: (302) 999-9440
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Member Since: 1989

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eDeposit Corporation
1011 Centre Rd.
Suite 300
Wilmington, DE 19805
Phone: (302) 297-8555
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eDeposit removes payment risk from B2B transactions. Our patented technology improves client profitability and customer experience through our unique virtual account platform. eDeposit provides the assurance of good funds and real-time settlement for businesses managing one-time and recurring transactions.
Member Since: 2012
Swarthmore Financial Services
15 Reads Way
Suite 210
New Castle, DE 19720
Phone: (302) 325-0700
(866) 300-5994
Fax: (302) 325-3659
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We take great pride in helping neighbors, friends, families and business owners make good decisions when it comes to being financially prepared for many of life's pivotal events. our professional specialties include financial planning, asset management, investments, retirement, business continuation, executive fringe benefits, employee benefit products and plans, college planning, estate planning, needs analysis for life insurance, disability insurance and long-term care insurance.
Member Since: 2003

See Also Financial Services - Planning
Aflac - Rowe
800 N. Tatnall Street
Wilmington, DE 19801
Phone: (302) 521-6645
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American Family Life Assurance Company - Aflac was founded in 1955 and has since become the premier provider of guaranteed-renewable insurance in the United States and the number one insurance company in terms of individual insurance policies in force in Japan. Aflac is now a Fortune 500 company insuring 50 million people.
Member Since: 2012
Diversified Financial Consultants, LLC
205 Philadelphia Pike
Wilmington, DE 19809
Phone: (302) 765-3500
Fax: (302) 765-3600
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DFC’s financial planning process includes a complete review of all benefits, retirement, and investment vehicles. For each client, we perform comprehensive cash flow and tax analyses by assessing liabilities, evaluating spending patterns, reviewing current and projected rates of return on existing investments, and understanding personal financial needs and objectives. From this thorough analysis, we discuss strategic asset allocation and proper diversification, including investment opportunities, tax planning, estate planning, insurance planning and cash flow management to meet financial goals.
Member Since: 2013

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Francesco Genovese
4550 New Linden Hill Rd.
Suite 100B, 1st Floor
Wilmington, DE 19808
Phone: (302) 221-6785
Fax: (302) 221-6786
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Provides financial services, education planning, retirement planning and wealth planning to individuals and businesses. As a special offer, I will provide a complimentary one hour initial consultation.
Member Since: 2008

See Also Financial Services - Advisors/Investment Services
Affinity Wealth Management
1702 Lovering Ave.
Wilmington, DE 19806
Phone: (302) 652-6767
(800) 825-8399
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Affinity Wealth Management is a privately held Financial Planning firm that has been helping successful individuals, their families and businesses achieve their financial goals for over 30 years. At AWM, we strive to provide our clients with the most comprehensive and sophisticated financial guidance available. www.affinitywealth.com
Member Since: 2008

See Also Financial Services - Planning
Compass Institutional Marketing LLC
2641 Longwood Drive
Wilmington, DE 19810
Phone: (302) 367-5219
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Compass is an innovator of high quality marketing support services for institutional investment managers. The primary vision of Compass is to help our clients win new accounts, grow their assets and become more profitable. We assist by improving margins within marketing cost centers and enhancing the quality of various marketing processes and products (i.e. RFPs, Consultant Databases, and Presentations).
Member Since: 2010

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Newton One Advisors, LLC
131 Continental Drive
Suite 206
Newark, DE 19713
Phone: (302) 731-1326
Fax: (302) 455-9089
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Member Since: 2001

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Puglisi & Associates
850 Library Ave.
Suite 204
Newark, DE 19711
Phone: (302) 738-6680
Fax: (302) 738-7210
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Member Since: 1988

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RBC Wealth Management
1000 West Street
Suite 110
Wilmington, DE 19801
Phone: (302) 252-9433
Fax: (302) 252-9424
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Member Since: 2008

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Cash Direct Express
P. O. Box 2780
Wilmington, DE 19805
Phone: (302) 442-6941
Fax: (302) 442-6591
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For over nine years Cash Direct Express and GECC have been providing short-term financial solutions to its consumers. We are a company where solid partnerships with our customers, investors, suppliers, and the community serve as the foundation to achieve customer satisfaction, investor returns, and growth in the online financial services market.
Member Since: 2012
Mancini Financial Strategies
1521 Concord Pike
Suite 301
Wilmington, DE 19803
Phone: (302) 339-3802
Fax: (302) 824-7069
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Legal and Financial
Provides financial guidance advice and unparalleled service to my clients. I focus on the development, implementation and monitoring of financial strategies for individuals and businesses. I offer experience with various financial strategies including retirement planning, estate preservation. wealth transfer, as well as risk management. The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states DE, PA, NJ, MD.
Securities offered through LPL Financial, Member FINRA/SIPC
Member Since: 2010

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Richard McLaughlin, CFP
724 Yorklyn Road
Suite 348
Hockessin, DE 19707
Phone: (302) 234-7700
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Legal and Financial
Member Since: 2007

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Ronnie J. Kernehan, ChFC
9 Clayton Avenue
Lewis, DE 19958
Phone: (302) 645-6254
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Member Since: 1997

See Also Financial Services - Advisors/Investment Services
American Honda Finance
201 Little Falls Drive
Wilmington, DE 19808
Phone: (302) 778-8506
Fax: (800) 916-9927
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Member Since: 2001
Financial Advisors of Delaware Valley
1013 Centre Road
Suite 100
Wilmington, DE 19805
Phone: (302) 993-8045
Fax: (302) 993-8066
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FAODV specializes in helping individuals and businesses meet their financial objectives through investment strategies, insurance needs and retirement counseling.
Member Since: 1999

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Wheeler Financial, LLC
3701 Kennett Pike
Suite 400A
Wilmington, DE 19807
Phone: (302) 543-5585
Fax: (302) 543-5589
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Member Since: 2011

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Sage Advisory Services Ltd. Co.
5900 Southwest Parkway
Building 1
Austin, TX 78735
Phone: (302) 377-6435
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New Member
Member Since: 2013

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Independence Wealth Strategies / C. Anthony McDonald CLU, ChFC, MSFS
111 Continental Dr.
Suite 305
Newark, DE 19713
Phone: (302) 781-1054
(800) 341-8854
Fax: (302) 738-3604
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Independence Wealth Strategies is committed to assisting families and business owners in building their financial freedom, incorporating both wealth accumulation and wealth preservation. Our unique team approach puts our clients in front of specialists who have the skill and expertise essential for meeting their individualized financial goals through expert planning and quality financial products.
Member Since: 2012

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MidCoast Community Bank
4900 Kirkwood Highway
Wilmington, DE 19808
Phone: (302) 353-1164
Fax: (302) 998-8156
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Member Since: 2007

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Northwestern Mutual/The Delaware Group
Two Righter Parkway
Suite 215
Wilmington, DE 19803
Phone: (302) 477-6600
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Northwestern Mutual helps its policy owners an clients achieve financial security. Through a needs-based process, Northwestern Mutual works with the clients to determine their financial security needs then addresses these needs using a wide range of products and services.
Member Since: 2012

Bridget A. Erhard, CFP®, ChFC®
Financial Advisor
Ameriprise Financial Services, Inc.

6 Larch Ave.
Suite 399
Wilmington, DE 19804
Phone: (302) 225-2866
Fax: (302) 225-2870
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Are you thinking of buying a house, adding to your family or starting a business? Or perhaps you’re wondering how you’re going to pay for your child’s college and retire. All of these events are exciting, but can also be stressful from a financial perspective. I enjoy working with clients, and can provide you advice and recommendations to help you get from where you are today to where you want to go.
Member Since: 2007
Income & Estate Planning Partners, P.A.
67 Christiana Road
New Castle, DE 19720
Phone: (302) 722-6000
Fax: (302) 370-3072
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Our specialty is a team approach to comprehensive financial planning. Dedicated advisors develop a disciplined focus in a specific area and collaborative efforts with other advisors to deliver world-class service. Associate yourself with some of the best people in the industry. We do business the right way!
Member Since: 2011
PNC Bank
300 Delaware Avenue
Wilmington, DE 19801
Phone: (302) 429-7130
Fax: (302) 429-2818
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The PNC Financial Services Group, Inc. (www.pnc.com) is one of the nation's largest diversified financial services organizations providing retail and business banking; specialized services for corporations and government entities, including corporate banking, real estate finance and asset-based lending; wealth management; asset management and global fund services.
Member Since: 1977
State Farm Insurance - David Soleye
1705 E Newport Pike
Wilmington, DE 19804
Phone: (302) 998-2464
Fax: (302) 998-2454
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Member Since: 2006

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