Business Clients We’ve Worked With


“It was a pleasure … They advised us that we might qualify for credits based on the research and development our business does, and sure enough, their team found it. The process was seamless and the turn-around time quite fast. The money we received for the credits was a nice addition to our bottom line.” – Audio Visual Company

“We were so surprise when we received a huge check from the state. Could not thank [them] enough for all they did for our business.” – Welding Company

“…made the process quite simple! They asked for a few documents and records to review and the entire process was handled by their staff. As far as a company to do business with … one of the best we have EVER dealt with.” – Apparel Industry

“… their team were truly a pleasure to work with. They were very diligent in answering all our questions to ensure we were comfortable with the results. The substantial rebates we received were a huge ROI and we will definitely will use their services again.” – Wireless Company

“They were extremely knowledgeable … made the process quite simple … maintained close communication with us during the process, explaining what we needed to do and updating us on the progress … delivered exactly what they said they would do. They did it in a timely manner with professional results.” CPA Firm

“One of the best decision we made was allowing [them] to come in and do what they do, recover a tremendous amount of money for our company. We cannot thank them enough for the great job they did for us. It had a superlative change in our business. No upfront money and they are well equipped at what they do. Thank you.” – Landscaping Company


Financial Advisors We Have Worked With


I just wanted to send you a note and tell you how much I have enjoyed working with you. You were the best … in my 25 years with Edward Jones. BH, Edward Jones

Thank you for your help and support. Good people like you are a scarce commodity and I am certain someone will soon benefit from your work ethic. ST, Merrill Lynch

Thank you for your help through the years. You were always a guy that I was comfortable putting in front of my clients, and I appreciate that. WH, Edward Jones

“… honest and very knowledgeable … without peer in his explanation of benefits… by far the best resource in this area … I would highly recommend him to any person I know.” JT, LPL Financial

You have always made my clients feel comfortable talking about a subject most people would rather avoid. The success I have had in helping my clients address a real risk to their assets, and providing a solution … can directly be attributed to partnering with you. Thank you again for your commitment to my business and your friendship. A good work ethic, a good product, and doing what is right for the client is a formula for success. That is why you will continue to be successful. God Bless. BH, Edward Jones

Over the last few years you have been a pleasure and benefit to my clients and myself … you were always there for me and my clients whenever and wherever we needed you. There have been many occasions where I reached out to you and you always responded. I feel certain we can do some business in the future. Best regards, CW, Edward Jones

I appreciate all the teaching and help you have provided over the years. KN, Edward Jones

Barry is a great resource. He has a calm, unpushy demeanor and is a true professional. Putting Barry in front of my clients was an asset due to his knowledge and manners. WH, Edward Jones

To say that you have been helpful to me in this part of my business would be a gross understatement. In fact, your assistance made the difference – having you as a partner always raised my confidence level, and enabled me to want to help my clients come to the right conclusion or decision about this issue. … your style, your impeccable character, and your willingness to give unparalleled service. Let me know if I can ever help you. Sincerely, DH, Edward Jones

I have enjoyed working with you over the years and getting to know you better. You are a great resource to advisors … I will definitely keep your contact information and let you know of any opportunities I come across. MC, Ameriprise Financial

You have always been my “go to guy” … Have you given any thought to joining Edward Jones? Let’s talk if you want! RH, Edward Jones

Just want to thank you for your great service over the years … I so appreciate your being so proactive and the honest, creative sales assistance … DB, Ameriprise Financial

Anytime I conducted business with Barry, I always found him to be the consummate professional. He is a knowledgeable resource … When working with my clients, he was never pushy. My clients always felt comfortable and at ease in his presence. JM, Merrill Lynch

I would like to say that myself and my assistant have really appreciated all the help that Barry has given us. Any time we needed something he was there for us and to help with client service. BP, Ameriprise Financial

Thanks for everything you have done to assist me … CA, Ameriprise Financial

You were a valuable resource for me. You helped select the most appropriate plan for my clients and you assisted in the application process. The assistance in the application process was an extremely valuable service. It has been a true pleasure to work with you. You are a great asset when working with clients. BM, Merrill Lynch

I want to thank you for your help … I have always found you to be a source of knowledge and a professional in every regard. TC, Ameriprise Financial

He is very professional and knows his business. I was very comfortable. GS, Edward Jones