I have to say, I'm pretty skeptical about things like this, but I received a call a few months ago from a company saying that they'd found money for me (actually my old mortgage company), and they'd secure it for me for 35% of the claims received.
I did a little research and found this site: www.unclaimed.org.
It is a national site where I could search for claims by state. I searched my name, and my company name and it confirmed that I did in fact have money from a 1999 personal tax refund, and 1998 insurance claim, a 2000 surety bond refund, a 2003 phone bill credit, and other misc.
I spoke with the NC Treasurer today confirming my check was being sent for all my 11 claims spanning almost 10 years.
I then searched the site and quickly found two friends whose companies had similar claims that they could file for now at no cost, which gave me an idea. If you are a financial advisor, lender, you might consider having your assistant search for your clients, put in one name after the other, and then you can bring them the good news that there is money waiting for them by simply filling out a free online claims form. Good news can be hard to come by these days, if 10 of your 100 clients had a few hundred dollars, or a few thousand, you've got a great story for them to tell about you.






