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Ameriway Financial Services, Inc. - Voorhees, NJ

707 White Horse Rd., Suite C101, Voorhees, NJ 08043

 

Our Core Values

Our business is defined by our core values. This is what our clients can expect to receive from us:
 

Competence

At the end of the day, it is our competence that determines our clients’ success. At Ameriway Financial Services, Inc. we define competence as:

  • Advanced postgraduate degrees for all professional staff.
  • Professional certifications, such as CERTIFIED FINANCIAL PLANNERTM professional.
  • Mandatory continuing education.

Trustworthiness

We believe in continually earning our clients’ trust. It is this distinction that creates our long-term client relationships. We maintain this by:

  • Thoroughly understanding and having empathy for our clients’ financial situation.
  • Providing independent, unbiased advice.
  • Respecting and honoring the importance of confidentiality.

Comprehensive Advice

Our holistic approach coordinates all disciplines of financial planning. The benefits to our clients are:

  • Creative strategies to their most complex issues communicated clearly and without jargon.
  • Intergenerational wealth retention strategies.
  • A simplified and effective decision-making process.

Personalized Service

We are committed to providing a level of service to our clients beyond what they experience on a consistent basis. We accomplish this with:

  • Our “concierge service” approach that begins with 24-hour response to all client inquiries.
  • A detail-oriented, proactive approach. We document, research and process all information for our clients in order to provide customized service. 
  • Courteous and knowledgeable staff.