Testimonials
"What a thorough job. You left no stone unturned. We are blessed to have you as a partner."
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- HR Director, Nationwide Upscale Restaurant Chain
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"Joe, just speaking with you (as compared to our competitor) makes both my financial and physical ailments go away!"
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- SVP Human Resources, Fortune 100 Financial Company
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"Joe was so impactful at my last company, I brought him in when I changed jobs. He delivers savings over and above expectations and creates great working relationships. This combination makes him invaluable and superior to other consultants I've worked with.”
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- Director of Tax, Sports Entertainment Chain
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“Thanks so much for your recovery efforts. Perhaps the best part of the entire process was the minimal amount of time that my staff or I had to dedicate to the task of recovering the money. We simply signed a few documents and answered a few questions; you took care of the rest."
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- Controller, Fortune 100 Insurance Company
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“Thank you for your efforts which resulted in the recovery of unclaimed funds. At first we thought the opportunity was too good to be true. We are very glad that we gave you the chance to prove us wrong."
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- VP and Treasurer, Fortune 500 Bank
"I’ve had the pleasure of working with Jared over the past ten years. He’s able to respond to deadlines, details and always has a pleasant attitude. I would welcome the opportunity to work with Jared in the future.”
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- VP Labor Relations, Nationwide Payroll Association
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"It has been nearly a year since our engagement with your firm and I thought it would be a good time to express how pleased we are with your team's recovery efforts.
The thorough follow through and effIcient execution on the part of [one of your team members] should be especially recognized. Her disposition is unobtrusive yet effective in securing unclaimed property for the Estate.
Your personal achievements in dealing with our counter parties have been seamless and commendable. These combined efforts have allowed the Estate to realize significant refunds of unclaimed property that have been pending for many years.
Please extend my sincere thank you to your staff; I'm looking forward to continued success in recapturing property that is rightfully owned by [the company]."
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- Director of Accounting Services, Financial Industry