Testimonials

“My name is Christina, I would like to recognize and acknowledge, my CPT representative Harrieth. She has done everything in a timely fashion, and has went above and beyond her CPT duties has my rep. She has not only been a pleasure to talk to, but answered all my many questions. I can't thank her enough for all of her help and pleasurable conversations. I would definitely recommend her for all CPT needs.”

Christina | Trust Beneficiary with CPT Institute

“I am so glad I found you guys. I like knowing my benefits are protected even after having these funds awarded to me. I didn't know it was possible and I was scared of losing my Medicaid. I am so happy to hear that I am finally approved for section 8 and that my trust can help me buy furniture for my new place. Thank you, again Harrieth”

David | Trust Beneficiary with CPT Institute

“I was having difficulties ordering Ryland something in time for the holidays due to not hearing back from CPT for weeks and not being able to reach anyone. She went above and beyond to try to find a solution for Ryland. Her communication was great and she followed through with every call she promised. She even went as far as asking for my input on what things CPT could possibly change to make things easier for us. I appreciate her taking the time to try to fix the problem completely so it doesn’t happen often.”

Sasha | Trust Beneficiary Advocate with CPT Institute

“Harrieth my trust representative asked me to email a review regarding a recent check issue that needed addressing following my last trust request. I am very satisfied with the quick response from Harrieth and the efficient and effective way the issue was handled and then resolved. Harrieth and I had two separate phone meetings during which she was very professional, friendly and helpful. It’s nice to know that if another issue happens in the future it will be handled in the same prompt efficient manner. I thank Harrieth for all of her helpful assistance she’s provided regarding administration of my CPT trust requests.”

Lynda | Trust Beneficiary with CPT Institute

“I wanted to say a thank you to Harrieth for always helping me every step of the way in our process you were our Angel.”

Salma | Trust Beneficiary Advocate with CPT Institute

“Thank you Harrieth and CPT Institute for helping me out with this trust. You all have been so patient with me and I wanted to share that I now have a working vehicle thanks to CPT and I am now working full-time and foregoing benefits. I wanted to express my gratitude for all your help.”

Savannah | Trust Beneficiary with CPT Institute

“Harrieth, I just want to say, thank you and I appreciate you. And I'm so grateful that you're at CPT. Thank you for my card. And I'm praying for you. I didn't call to request anything I call to tell you, I appreciate you. I called to tell you that I'm grateful, that God worked everything out. I called to tell you that you're a wonderful person. And CPT is very, very, very, very blessed to have someone like you working for the institution does what I called to say, god bless you. And I hope to inspire you to continue the going your purpose and continue to encourage you for greater things that you're going to do. I just want to say, I appreciate you and God bless you God keep you healthy in your whole entire family. ”

Jahmean | Trust Beneficiary with CPT Institute

“Jeremy, everything that you did was wonderful and exactly what was needed. So for those clients of yours, that balance their checkbook, and go through their credit card statements to make sure that everything is right, are going to find this just fantastic and it is going to make everything so easy now.
Thank you for asking, and I will continue to communicate any other things that I run across.
So what I wanted to say to you, and feel free to share this: it is so refreshing to find a person like you in a business that truly has the interest in improving things, actually has the ability to listen, has the background, training, and intelligence, to know how to fix a problem, follows something through to completion, and then communicates it back in a way that is easily understandable. It would be wonderful if this was common place, but unfortunately, I have found it to be the exception in companies today. CPT is very fortunate to have someone like you on their team. (Really any company would be very fortunate to have someone like you on their team)”

Paul | Trust Beneficiary Advocate with CPT Institute

“I wanted to give a huge thank you for your grace, patience, and professionalism with regard to dealing with my frustrations; I know this has been a difficult and trying process for all of us!”

Margaret | Trust Beneficiary Advocate with CPT Institute

“I’m truly grateful and literally would not be surviving if it weren’t for you and all the attorneys and professionals that are helping my husband and I. Bless you all! ”

Marianne | Trust Beneficiary Advocate with CPT Institute

“Thank you so much Cynthia I'm so grateful to and for you. You have yourself a wonderful evening. You just made my day and put a big smile on my face I needed that!”

Mark | Trust Beneficiary with CPT Institute

“CYNTHIA AND JEREMY…Thank You BOTH, for all your very hard work's regarding the vehicle replacement. FANTASTIC TEAMWORK!! A SPECIAL THANK YOU TO CYNTHIA, AND ALL YOUR PATIENCE, even thou we drove you up the wall, sorry about that. Praying this one will be it!! ”

Belinda | Trust Beneficiary with CPT Institute

“I am writing this in gratitude for Harrieth and her outstanding support and dedication in assisting me throughout our time at the CPT institute. Her professionalism and wealth of information have been invaluable in navigating the complex process of securing approval for caretakers for my grandmother. The positive impact on my grandmother's well-being since the caretaker's arrival has been truly remarkable, and I attribute a big part of this success to your instrumental support. Her dedication goes beyond mere client service; it reflects a genuine concern for our well-being. Harrieth's commitment to our cause has been heartwarming, and I am deeply grateful for the care and attention you've shown towards my grandmother and I.
Our partnership has been incredibly fruitful, and I genuinely appreciate the seamless collaboration we've had. Your approachability and willingness to go above and beyond have made our interactions not just productive but also enjoyable. I truly value our teamwork and the positive outcomes it has brought about.
Looking ahead, I am excited about the prospect of continuing our partnership. Your unwavering support has been a tremendous asset, and I am confident that our collaboration will continue to yield meaningful and beneficial outcomes for my grandmother's well-being.”

Diana | Trust Beneficiary Advocate with CPT Institute

“My name is Ellen I have been with CPT, since 2012. And I can say it keeps getting better. I have a financial advisor named Harrieth, she is so helpful,. Any time I need anything doesn't matter what she is always ready to solve my problems. I can call her or email her and she answer me back right away. I like to give credit where it is due and this woman is the best. I really do like having someone I can depend on. Maybe it sounds to much only I don't want you to miss anything good about her. This is why I'm pointing it all out for you. Thank you.”

Ellen

“I am so grateful for the patience of CPT they're kind they're helpful ..I don't know what I would of done without all the help I have received and understanding for them the team I'm forever grateful.”

Joella

“Dear Ms. Harrieth!!!!
I hope all is well. I know you mentioned last time that I can send my request elsewhere, BUT I wanted to do it one last time! Because after I submit this email, I am off to St. George University! I am OFFICIALLY off to medical school
Thank you for everything and for ROOTIN ME on during my application process! I genuinely APPRECIATE ALL of YOUR help!”

J

“Dear Mr. Lindahl,
I vote 10+. I can't tell you how grateful I am. I have already told family, friends, Jack's caregiver Michelle, and even my hair cutter yesterday how marvelous you and Rosa were. I expected you would be fair, knowledgeable, and helpful, but you exceeded my expectations on all counts. My haircutter and I had been sharing our discoveries of how corrupt so many organizations and individuals are, both of us describing our horror stories with nursing homes, fraud in our professions, even exploitive family members. But we each celebrated those rare people, often strangers, who went out of their way to help us when our families and other innocents were at risk. CPT and its clients are fortunate to have you representing them.”

Jack

“Initially when I signed on to CPT there were a lot of things that were rocky so I questioned whether or not it was the right fit for me. However, when Harrieth became my trust administrator that all changed. She is very knowledgeable, professional, and she gets back to you in a timely manner if she’s busy. I also saw a vast improvement in CPT’s entire organization these last few months. Everything from the app to the disbursement process has improved immensely so it’s become much easier to view and ask for funds. I’m not worried whether or not my bills will be paid on time like I was before. Thankful for all the changes and improvement. Kudos to Harrieth and CPT!”

Karen

“Hello CPT Institute,
Ever since CPT has taken over my mother's trust funds, I have not spent countless of phone calls disputing & asking your staff to send payments for my mother's rent & utilities. Prior to her being a part of your company, I had many complaints due to payments not being made in a timely manner & no communication/response via email or returned phone calls to me from your staff* towards my inquiries. Harrieth made the transition to my prior terrible experience to the opposite. I could sense her professionalism from our first phone conversation. She took initiative instantly & took control of my mother's requests w/o* any delay or problems. She is a truly wonderful asset to your company!”

Maria

“Thank you very much. CPT - especially HARRIETH was exceptional. She was always willing to answer any questions that I had or my client. Since this was my first time working with CPT, Harrieth was patient and understanding. I look forward to working with Harrieth and CPT in the future. ”

Kris

“I want to commend Harrieth on her excellent customer service skills, always pleasant personality and professionalism. She is so nice to work with as my representative. I also want to note my appreciation for the many positive changes that have been made at CPT TRUST since I started my son's trust with the organization. The TrueLink card, the paperwork process to make distributions and the staff have all made the process of managing a Trust so much easier - especially for me, as a mom, just a lay person - not an attorney who knows all this stuff backwards and forwards! I really appreciate the changes and it has made such a difference. So thank you - especially for hiring Harrieth - she's a great representative for your organization!”

Gail

“I am a client of CPT Trust for just over a year. I have spoken with many employees and have had some issues with lack of listening or actually looking at what receipts I had sent in when requested a replenishment. Since Harrieth my name for her is Sunshine. I call her that because, she is always on her game and makes things so much easier. Harrieth takes care of my request in a VERY TIMELY manner. She is always joyful to speak with and professional.
I happily suggest CPT Trust to handle your financial needs as they are knowledgeable on many issues and takes on issues head on and makes sure that the issues get resolved.”

Jode

“Hi Kate, my name is Ruth Cisco and I’ve been with CPT since 2019 and I’ve been so happy with everyone with answering all my questions and concerns. The staff are so kind and understanding especially when I get stressed about things I don’t understand, the ladies are patient and do everything to help. I’m so glad I have CPT in my corner to keep my funds safe and available to me.”

Ruth

“Goodday.I would like to thank you and your staff for making my life quite a bit simpler. HARRIETH Handles my account and her personal touch has made using.the trust much easier. I must say I'm not easy to deal with due to my injuries and she has helped.to make this service very simple and easy to understand. Your entire staff should be thanked for their patience and understanding. Bless you.”

Donald

“There is no traffic jam on the extra mile and that’s what Harrieth has done for me. She went the extra mile and what she does. I wish they were more people like that in this world. Thank you so much for all that you do I really appreciate you Harrieth !!!Merry Christmas and Happy New Year.”

Gabe

“My experience with CPT Institute has been nothing but exemplary. My questions have been answered promptly and reimbursement requests have been responded to within a couple of days. I credit my contact, Harrieth, for her prompt, professional service and for engaging in a timely manner when needed.”

Warren | Trust Beneficiary Advocate with CPT Institute

“As a Beneficiary Advocate, I am very grateful for the assistance provided to me by Ruby, the CPT Representative assigned to the Beneficiary involved. She provided excellent, hands-on direction or guidance in resolving a somewhat complex matter that directly affects my ability to provide the service I want and need to provide for the Beneficiary.”

Kenneth | Trust Beneficiary Advocate with CPT Institute

“I would like to compliment you on assigning me to a wonderful experience. Harrieth, you have been a great help and friend to me. I appreciate all the support. Thank you.”

Shirley |  Trust Beneficiary with CPT Institute

“This review is primarily based on my experience with my trust administrator Harrieth:
Harrieth is amazing at her job and is very thorough. Harrieth has excellent communication skills and always goes above and beyond. When I was ready to leave CPT because of my frustration with how they handle things, I was reassigned to Harrieth which became the ONLY reason why I stayed. She gets things done in a timely and efficient manner despite having a lot of clients, she will still make time for whatever you need. CPT is very lucky to have her, she is an incredible asset to their company.”

Karen |  Trust Beneficiary with CPT Institute

“Hello Cynthia, I hope you are doing well. Congratulations on your promotion. I have made contact with Brenda and I sense the transition is smooth as silk. I appreciate all your help over the years and I’ll miss you.”

Cynthia | Trust Beneficiary with CPT Institute

“Thank you Ruby for your prompt response , wonderful support and huge effort to help us out. It is greatly appreciated!”

Bonita | Trust Beneficiary Advocate with CPT Institute

“I was very satisfied with CPT representative Ruby that helped me out with my issue she was very helpful and went above and beyond to help me resolve my problem. Very friendly and supportive thank you so much Ruby.”

Maricela | Trust Beneficiary Advocate with CPT Institute

“My family experience with Harrieth was great. She had great communication and if there was any questions she would always help us the best that she could!”

Daniella | Trust Beneficiary Advocate with CPT Institute

“As a personal injury attorney, navigating the impact settlement funds have on my client's government benefits is a vitally important piece of the puzzle. Unfortunately, it is also one of the most technical and complicated parts. That's where CPT Institute comes in. Their expertise and guidance when it comes to settlement planning has been invaluable for my firm and my clients. Will and Jeremy are incredibly knowledgeable and generous with their time, and Harrieth is a wonderful case manager who is always happy to help. I would recommend them to fellow personal injury attorneys in a heartbeat!”

Rebecca | Personal Injury Attorney with Sally Morin Law

“Harrieth has been such a pleasure to work with, she helped me with any questions I had and was very patient with me”

Irene | Trust Beneficiary with CPT Institute

“Harrieth was a great help. Very patient and nice”

Ted | Trust Beneficiary with CPT Institute

“Harrieth has been great to work with. She's been gracious with her time and knowledge, and has been patient with me as we work to get our account finalized. Thank you Harrieth!”

Ashley | Director of Client Disbursements with Poulin | Wiley | Anastopoulo

“I have been using CPT for years and have been so fortunate to have been paired up with Ruby as my representative. She is awesome and so helpful and does what she can to get my request done ASAP so my funds are available. Thank you Ruby for all you do. You are so appreciated!”

Kara | Trust Beneficiary with CPT Institute