Our Services

 

At AMI Marketing, Inc. we provide help in the following areas:

Investments:                                   

  • SEP IRA
  • Simple IRA
  • Roth IRA
  • Traditional IRA
  • Education IRA
  • 529 Plans
  • Common Stock
  • Full Services Brokerage Accounts with check writing and debit cards
  • Government Securities:
  • Bills
  • Notes
  • Bonds

Insurance:

  • Life & Disability Income
  • Long Term Care Plans
  • Annuities - both Fixed and Variable

We have experienced financial advisors that will help in:

  • Asset Management Programs
  • Retirement Plans
  • 401 (k) Plans
    Money Purchasing Plans
  • Profit Sharing Plans
  • Estate Planning Strategies
  • Financial Strategies
  • General Tax Strategies*
  • College Funding
  • 403 (b) Plans

We also conduct a variety of educational seminars on a variety of financial topics.

* Neither Voya Financial Advisors nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.