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Poppell Financial Group

1.0 (1 review)
Closed • 9:00 am - 4:00 pm

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1 year ago

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Edward Jones - Financial Advisor: Don P Hartshorne II

Edward Jones - Financial Advisor: Don P Hartshorne II

(1 review)

My sister and I met with Don at Edward Jones and couldn't have been happier. He was professional,…read morekind and patient. We have very little understanding of markets/stocks etc. and before we left he made sure we had complete understanding of where our money was and the reason it was there. His assistant Angela was amazing. Quick, efficient, knowledgeable and friendly. At no time did we feel pushed or hurried into making any choices and both Don and Angela made sure we were educated and comfortable with our decisions . The service this teams provides is excellent. And, importantly, the service doesn't stop just because you leave the office. Since our initial visit we have contacted them to make changes and adjustments and get copies of this or that or just had a follow up question and both Don and Angela are always available. The office environment is clean and comfortable and parking was plentiful. I highly recommend this office to anyone who might be looking for a financial adviser. This office gets it right.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Bill Sittig CPA - Bill Sittig, CPA

Bill Sittig CPA

(2 reviews)

This CPA had prepared my taxes for multiple years and until recently there were never any issues…read more Then in 2024 I started having problems with Bill. I had to file an extension that year. After we filed it I called and went into the office no less than 8 times over the next year inquiring about my taxes.. Every time I called I got a different story. One time I was told not to worry because I had an additional extension due to a federal hurricane declaration. Another time I was told Bill was on vacation and he would call me back. Still other times I was told they were working on it and they would update me. Nobody ever returned my calls or kept me in the loop about anything. Finally, I started receiving letters from the IRS about paying my overdue taxes. Even when I called and told them this I was again told they would call me back. I finally ended up having to go a different route to file my taxes. In the end I payed four times the cost of going to a different accountant in late penalties and interest. They lacked the basic professionalism to tell me they weren't handling my tax return so I could get ahead of it and handle it differently. They just strung me along while it cost me thousands of dollars extra. Bill always seems very overworked and he will keep you hanging about the status of your taxes. I cannot recommend this CPA to anyone under any circumstances!

Mr. Sittig was professional, provided a quick turnaround, reasonable fees, answered all my…read morequestions, and provided additional advice that I hadn't even considered. Thank you Mr. Sittig for an excellent experience.

One Loan Place - OneLoanPlace.com - Logo

One Loan Place

(5 reviews)

I'm writing this review to inform everyone when I spoke with an agent, I'm not sure how to spell…read moreher name but I believe its Laquilla from the loan department at One Loan Place today not only was she not helpful, she was very rude, very argumentive, and then she just hung up on me. When I was transferred to her and she came on the line I didn't get a good vibe from her when she started asking questions, however I still continued on. As she continued to ask questions she wouldn't allow me to talk, kept interrupting me as if the info I was informing her of wasn't important. At that time before she placed me on hold I had already made up in my mind that if there was a offer given I would not accept it. I wouldn't want to do business with anyone who employs a person of her caliber. She was very unprofessional. I've worked in customer service over 15 years and I've dealt with all type of customers however I'm never rude to any of them even if they are rude to me. I would highly suggest someone speaks with this agent and take the proper disciplinary action with her because if not, your company will lose a lot of prospective clients as well as being reported to the BBB as I did today based upon such bad service I received. I asked to speak with a manager however one was not placed on the phone. The last agent I spoke with stated a Manager by the name of Mike would call me, however I have not heard from anyone and that was over 2 hours ago. I will be leaving a review and informing all of my friends and family not to do business with a company who treats customers this way. I do not like to leave bad reviews, however based upon how I was treated today that is the only thing I can do.

Worst company to work for. They let frustration and anger build vs actually managing. They blame…read morethe employee for situations they can fix but don't. They are scamming individuals and sales reps have to deal with the black lash for little pay compared to others in the company paid more for less work. They avoid setting up meeting with human resource nor do they encourage innovative thinking and progressive moment. They refuse to award more work to those who want it. I told someone to respect us, because we are not look after and protecteceted by the management staff. They also scam clients through a clever "bait & switch " as people are looking for loans however we are told to get them to credit repair after purposely matching them high risk lenders regardless of what the client says.

Poppell Financial Group - financialadvising - Updated May 2026

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