As a business owner who has to pay taxes in several states, it becomes easy to overlook money due from open accounts. Sherlock and Walker alerted me that I had a substantial amount remaining in a government account and they retrieved it quickly. They did all the work; I just opened the envelope!
Sherlock & Walker was able to recover a lost stock and accumulated dividends that I did not realize I had. It was a very complicated case in that it involved an IRA, two brokerage firms , and a stock of a trust that had merged with another and changed titles. Sherlock & Walker was able to trace this back over several years and many apparent dead ends, and have the stock and back dividends transferred to the tune of $34,000. I was pleased with their persistence, tenacity, and professionalism.
I have been impressed with the dedication, vision and timely communication from the team at Sherlock & Walker.