Get the Money You're Owed, Fast
Our Origin Story
IT ALL STARTED a few years ago, when I unexpectedly learned of a sum of money that was being held for me in the name of one of my businesses by the state (a deposit that I mistakenly thought had been forfeited). I eventually managed to shake it loose but the process wasn’t easy. I wouldn’t say the amount (about $28,000) was life-changing but it did help to pay quite a few bills.
I didn’t give this another thought until I later happened to come across a news article mentioning that almost eight BILLION dollars ($8,000,000,000) is owed to businesses and individuals by the unclaimed property division in my state alone. The article also mentioned that TENS of billions more were currently being held by state governments across the country.
As a serial entrepreneur, I had established businesses in different service sectors but always with the same core purpose—serving as an expert advocate and trusted advisor to provide special value that people typically couldn’t get anywhere else, value that usually resulted in significant financial benefits.
My credit counseling service in the 1980s got credit bureaus to remove harmful negative items from consumers’ reports, thereby enabling them to obtain financing at better rates (saving thousands) and making home ownership possible. My pioneering real estate brokerage in the 1990s saved consumers (buyers and sellers) tens of thousands on commissions by capping fees at 1%. Many of our buyers earned more than a million dollars in relatively short periods, thanks to our guidance in the purchase/investment process. As a college admissions consultant in the early 2000s, building on my academic background—having taught at universities for a number of years—my assistance with application packages translated into five- and six-figure scholarship awards during students’ terms of study.
All of these accomplishments were worthwhile and important, with truly life-changing consequences for many of my clients. As I moved into the ranks of senior citizens, however, there was one major problem from my perspective. The labor-intensive and time-consuming nature of the work meant that the number of individuals I could help each year was limited to a small handful. I wanted to continue making a positive difference in the lives of others but I wanted to do that for larger numbers.
Then it hit me: I could use the knowledge I had acquired with my own successful experience represented by the refund check above—combining that with knowledge and experience in other, related, areas—to achieve this goal for much larger numbers of people, in the realm of unclaimed property (read: MONEY) being held in their names by states. By setting up a truly smart and efficient system, I could leverage the power of technology in combination with that of a carefully selected team of associates, offering a valuable service that would be at the same time high-tech and high touch. In this way, National Recovery Advisors was born!
I still offer communication and editorial services to a select clientele but my efforts are now concentrated on my mission to reunite businesses and consumers across the country with significant sums of money, held by the state as “unclaimed funds,” that is rightfully theirs.
Our Service
Our transparent four-step process, as illustrated in the graphic above, may be summarized as follows:
1. Through database searches, we discover assets held as “unclaimed funds” by state governments. We reach out to as many individuals and businesses as we can, signing agreements with those who want our help. A free Discovery Call by Zoom is offered to answer any questions.
2. We work with the claimant to prepare all the documentation necessary to recover their funds. This is the “high-touch” part of our job, as it calls for careful, one-on-one communication with the client. We ensure that all Is are dotted, all Ts are crossed and all our ducks are in a row before proceeding.
3. After all the documentation is complete, we file the paperwork with the appropriate state agency, after which we monitor the status of the application, sending emails and making phone calls if needed. We leverage the positive relationships and goodwill cultivated with staff to the benefit of our clients.
4. We don’t consider our job done until the money is in your hands and the check has cleared the bank. (For larger sums, the government may offer digital transfer of funds, as opposed to a paper check by postal mail. We can inform you of your options at the appropriate stage.)
5 Main Benefits to Using Our Services
1. Decades of experience dealing with bureaucracies have taught us what works best to achieve the desired results. Patience, persistence and professionalism in equal parts tends to be the best approach.
2. 30+ years of successful client advocacy are documented by scores of five-star reviews on Google, Yelp and other platforms (e.g., Upwork and Wyzant).
3. To everything I do in connection with this service, I apply the same high standards I have set for myself as a Harvard graduate, PhD and former college teacher.
4. No upfront or out-of-pocket fees are required (you never actually pay us anything—the state pays us from the proceeds of the funds recovered) and our fee is limited to a modest and reasonable 10%.
5. We guarantee that in the event that we’re not able to recover your funds for you, you owe us nothing, and you retain the right to attempt recovery yourself or through another service, making for a completely NO-RISK proposition.
For many, this combination of reasons makes using our services a virtual no brainer. As clients often tell us: “For just 10% of the proceeds, why would I want to try doing this myself, risking mistakes and delay?”
By Invitation Only
Participation in our program is typically by invitation only. If you have received one of our outreach emails, prequalifying you for such participation, you are welcome to "reply to" that message directly or to schedule a Zoom discovery call via the embedded Calendly link. The call offers the opportunity to get personally acquainted and answer any questions you might have. We look forward to meeting you!
Copyright © 2026 by National Recovery Advisors, a service of Dan Berman Consulting. All rights reserved.