First name:

Last name:

Email: corey.lunney@ampf.com

Phone:

Company: Ameriprise FInancial

Comments: My name is Corey Lunney and I’m a local financial advisor at Ameriprise Financial in Red Bank. I am currently reaching out to local businesses to see if you’d be open to having a conversation about your 401k for your company. I’ve been doing a lot of work for other companies in reviewing fees and features to make sure you’re getting the most out of it, and also, I’ve been working with companies to come in and help advise participants using the plan to make the best decisions. If you don’t currently have an advisor on the plan, or the advisor on the plan isn’t actively advising your employees, I really think I can add some value to their retirement accounts by being local and being able to meet. Just to be clear, I don’t work for a specific 401k company, and I would be able to shop around to really ensure you’re getting the best prices with your current company. I’d love to get the opportunity to speak with you about this if you’re open to it. Please feel free to email or call back whenever you have availability and I appreciate your time and consideration.

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