Alcatel-Lucent

Avaya

H&R Block Financial Advs.

J.P. Morgan Chase

Majr Broker Finl Serv Co.

J P Morgan Chase.    Richard Donaldson, SVP, Retirement Programs (retired) – "Alan and his team always provided us with innovative and appropriate solutions, regardless of the project.  We worked together on personalized total compensation statements, benefit plan changes, investment education, etc.  In all cases, we received high quality performance and no surprises when it came to timing and budgets."