Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Insurance

Qualifications

  • Series 66 - Uniform Combined State Law Examination
  • Series 7 - General Securities Representative Examination

Education

  • BS, Finance, Merrimack College, North Andover, MA

Interests

I'm Corey Lunney. I love my work. I transitioned into this business after owning a gym for the past 6 years. I have a beautiful wife, Claudia, and two big Saint Bernards, Mia and Molly. I'm passionate about health and fitness, playing hockey and coaching lacrosse. I currently reside in Toms River, NJ and work out of the Red Bank, NJ branch office.