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Ameriway Financial Services, Inc. - Voorhees, NJ

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

 

Products and Services

Ameriway Financial Services, Inc. provides personalized confidential financial planning services to individuals, pension and other qualified retirements plans. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, risk management, tax planning, education funding, retirement planning, pensions, estate planning, and general financial matters.

Founder and president, Gregory Merlino holds a Bachelor of Science degree in Commerce and a Master’s Degree in Financial Services (MSFS). He is a CERTIFIED FINANCIAL PLANNERTM Practitioner and is a registered representative of LPL Financial, a registered broker/dealer member of FINRA/SIPC. Greg maintains Series 7, 24, 64, and 65 licenses and is licensed to sell life, health/disability insurance, and fixed/variable annuities.

We provide assistance in the following areas:

Investments

  • Fee Based Asset Management
  • Bonds
  • Common Stock
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Government Securities
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) / IRA Rollover Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchase Plan
  • Profit Sharing Plans

Retirement Income Planning

  • Comparison of Resource vs Expenses
  • Probability of Goal Attainment
  • Asset Allocation
  • Withdrawal Strategies
  • Tax Minimization

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term Care Insurance