Testimonials

Business Clients We’ve Worked With

 

After receiving a thorough explanation of the program and how it works, we elected to enter into an agreement.

We were pleased with the results and the process was exceptionally smooth. We were thrilled to be able to realize a recovery that exceeded our expectations.

Everything was thoroughly explained to us, and the process was managed professionally.

We highly recommend this service to other business owners. Mark P. (Design Company)

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When he explained to me that it would not cost my business anything in order to determine if I qualified, I remember saying, “Well, that is a no-brainer.”

With some simple paperwork and a questionnaire, his team went to work. At the end of the day, you are receiving money directly from the government, so it is tough to predict timing, and of course, it took a little longer than we originally anticipated. However, receiving a check from the government for work that I had already done was a pleasant surprise.

I have referred several friends who are business owners and almost every one of them has received back a significant sum of money. Jake H. (Audiologist)

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After receiving a thorough explanation of the program, we elected to move forward with the process and enter into an agreement.

We were very pleased with the results and the process was exceptionally smooth. We were thrilled to realize a recovery that exceeded our expectations. Everything was thoroughly explained to us, transparent, and the process was managed professionally every step of the way.

We highly recommend this service to other business owners. Carney C. (Meat Processing)

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When I was first contacted by incentive credits… I was skeptical. After a little research and a lot of trust in our consultant, we decided to see if we qualify.

The process to get a no cost estimate was a no-brainer and it turns out we not only qualified, but our recovery exceeded my expectations.

The entire process went exactly as I was told, every step of the way. Thoroughness and professionalism were first rate, and I highly recommend their services to any business. Derek E. (Home & Garden Stores)

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It took a little longer than we anticipated, but after a few weeks, the checks came rolling in.

Getting back a significant amount of money from the government was a very pleasant surprise indeed.

If you are a business owner or own a medical practice, I heartily recommend you speak with Jim Sonnier about the service he offers.  It won’t cost anything to see if your business is eligible, and it might put a great deal of money back into your pocket. Shawn G, MD (Osteopathic Surgeon)

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Initially, it sounded too good to be true. I was somewhat suspicious but cautiously optimistic.

Once I went through the process and completed the fact-finding interview, I felt relieved and was convinced that we would receive a recovery, and we did!

In 5 months, we have received most of the expected amount. I was concerned about COVID causing a delay as far as receiving the checks but that has not been the case. I actually received a check in the mail today! Wendy M. (General Contractor)

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When we were first contacted about the services … we were skeptical. After a little research and a lot of trust in our consultant, we decided to see if we qualified for monetary credits for our business.

We are so glad that we did. They were able to go back three years and find quite a bit of money for us (a lot more than we
expected). The money came in with perfect timing because we had just built a new body shop and it had gone over cost.

By the time the checks arrived we decided to see if there was more money available to us since we had recently filed our 2017 returns.

We were shocked to find out we were going to receive almost as much for 2017 than for the previous three years.

We look forward to a long and prosperous relationship. They were extremely professional and efficient through the entire process.

We have referred several businesses …

And it doesn’t cost anything to see if your business qualifies! (Quintin T. – Collision Repair)

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

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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

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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

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“… 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

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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

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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

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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

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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

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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

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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

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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

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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

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

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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

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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

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