Gregory  Merlino,  CFP<sup>&reg;</sup> - Financial Advisor

Gregory Merlino, CFP®

MSFS,

Principal

Ameriway Financial Services, Inc.

5 Greentree Centre, 525 rute 73 N Suite 213
Marlton, NJ 08053
FINANCIAL ADVISOR'S WEBSITE
(856) 782-1600

General

Gregory Merlino is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriway Financial Services, Inc. in Marlton, NJ and the surrounding communities.

Financial Advisor Overview

AFS is Registered Investment Advisory firm that specializes in retirement income planning, and portfolio management.

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Financial Advisor Experience

I have been active in the financial planning industry since 1981, received my CFP certification in 1985, and founded Ameriway Financial Services, Inc. (AFS) in 1986.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NJ
  • Health/disability insurance: NJ
  • Fixed annuities: NJ
  • Variable annuities: NJ

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Financial Planning offered through Ameriway Financial Services, Inc. Registered Investment Advisor and a separate entity from LPL Financial.  Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Sudden Wealth

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Helpful Financial Planning Resources