Introducing new company to a prospective client

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Dear Andy:

I’ve enclosed a copy of our new corporate image brochure for our financial planning company. New Bedford Financial Planning Services Inc. provides complete financial planning consulting services through our staff of 50 financial services professionals.

The individuals who run this company have extensive experience in all forms of financial planning. They and other senior staff members have done financial planning for some of the country’s largest corporations, including: Mom’s Bagel Company, General Hospital, Broughton & Brady Corporation, STL Hotels, and a host of others. They have also completed financial planning services for many fast-growing small to midsize companies.

Andy, we would be pleased to provide whatever financial planning services you may need or, even on short notice, we will be pleased to offer you competitive quotations for your entire financial planning program or any portion of it. We are certain that we can earn the privilege of being your financial planning provider if you give us the chance to compete.

At your convenience I would like to introduce you to some of the key members of our staff. Please let me hear from you if you’d like to find out more about New Bedford Financial Planning Services and what we can offer you.

Regards,

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