CLIENTS & COMMENTS

Click on a company link (below)to view their referral letter.

Adobe Systems
Alcoa
Align Technology
American Medical Association
Ashland Care Center
Assembly Bio
Auer Steel
Avtech
Bethany Home
Boeing/IAM
Cadence Design Systems
California Corrections Corps
California Department of General Services
California Department of Transportation
California Environmental Protection Agency
Case Western Reserve University
Chong Partners Architecture
Chordiant Software
Hortonworks
International Paper
Jefferson Community Health Center
Lincoln Surgical Hospital

Cisco
Cobalt Group
Cohesity
Comcast Communications Corporation
Computer Sciences Corporation
Covad Communications
Crate & Barrel
DLR Group
Elmhurst Memorial Hospital
Extreme Networks
EXAR Corporation
First Health
Franklin Templeton
Golden Living Center – Park Place
HaloSourseHealics
Hays Companies
Hoffman Planning, Design & Construction, Inc.
Healics
Johnson Controls
Kearney County Health Services
Kent Elastomer

KIRO 7 Television
Lockheed Martin
Logitech
Loyola University Health System
Micrel Semiconductor
MIPS Technologies
Memorial Community Health, Inc.
Moen, Inc.
Murphy Concrete & Construction (MCC)
Nanometrics, Inc.
NASA-Ames
NEC
Nemaha County Hospital
Nokia
Northwest Hospital
Novellus Systems, Inc.
Olsen and Associates
Outdoor Research
Pandora
Publicis Group – Egalite
RIM logistics

Risk Management Solutions, Inc.
Rudolph & Sletten
Salesforce.com
SAP Labs
Service Master
Sheboygan Area School District
Siemens Medical Solutions USA, Inc.
SMUD – Sacramento Municipal Utility District
Bethany Home
Spirent
Sun Microsystems
York General

SureWest
Sybase, Inc.
Swedish Family Medicine
Tabitha
Telcor
Department of Agriculture
Timken
TRC Global Mobility
VeriFone Inc.
Washington Federation of State Employees
Williams + Paddon Architects + Planners Inc.
Wily Technology

HIGHLIGHTS FROM HR

Highlights From HR

…for more than five years HP employees continue to give positive feedback…

Hewlett Packard Bill Duggin, California Region Credit Union, Operations Manager

Your services help advance Adobe’s commitment to helping our employees move closer totheir financial goals.

Adobe Systems Inc. Helen K. Hauge, Sr. Manager Global Equity Compensation

…judging by our employee’s enthusiastic responses, your seminar was very well received.

National Semiconductor Nicole Valenti, VP Credit Union Marketing/Development

The feedback that we regularly receive from employees is extremely positive…

Johnson Controls Susan L. Richman, Director of Compensation

I would highly recommend these seminars … especially to help fulfill ERISA requirements.

California Chamber of Commerce William P. Dunphy, Chief Financial Officer

We have had nothing but praise from our folks who have attended and comments about how much they wished someone had presented this information to them years ago.

IAM/Boeing Gary Jackson & Don Larson, Executive Directors of IAM/Boeing Joint Programs

From Our Attendee

Reviews From Our Attendee

The MME Instructor] provided clear explanations about the benefits of pre- and post-tax saving instruments.

-Jennie Seattle Biomed

The MME Instructor] was very informative and offered several options for filling the gaps in my retirement planning [during the MME “education only” Personal Education Session.

– Linda Swedish Medical Center

[The MME Instructor] helped me gain more understanding of long-term financial strategies…

– Carol Adobe Systems

I was pleased when our firm offered a financial planning seminar. I learned a great deal from your presentation (you are an excellent instructor) and the personal session proved invaluable.

– Nancy Davis Wright Tremaine, LLP

[The MME Instructor] provided clear explanations about the benefits of pre- and post-tax saving instruments.

– Jennie Seattle Biomed

[The MME Instructor] was very informative and offered several options for filling the gaps in my retirement planning [during the MME “education only” Personal Education Session].

– Linda Swedish Medical Center

I was pleased when our firm offered a financial planning seminar. I learned a great deal from your presentation (you are an excellent instructor) and the personal session proved invaluable.

– Nancy Davis Wright Tremaine, LLP

CLIENTS & COMMENTS