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Donnell Financial Group

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Donnell Financial Group Reviews (7)

They are professional and very warm human beings. The secretary may get a bit bored at times but that is to be expected. Used their services for four years. Never had any negative issues with their service at any time. I would say I was the only annoyance. 2017 was the last time. Hoping to use their service again this year.

Personally my wife and I are very pleased with Donnell Financial They have been wonderful to us

Personally my wife and I are very pleased with Donnell Financial. They have been wonderful to us.

Review: I spoke with [redacted] from Donnell Financial Group for an advancement.[redacted] mailed to me specific paperwork that I believed to be from a trustful company.After completing the needed information on the documents, I mailed back the paperwork to [redacted] with notarized signatures of consumer/employer agreements that included amounts,dates of the beginning date(the first payment showing day,month and year),to the last payment(date,month,and year) that Donnell Financial Group would be receiving from the original company that I had an annuity with.I did receive my advancement, but after handling personal situations,I had come to find out that Donnell Financial Group had an employee call the company of my annuity,[redacted],and stated that they were **,[redacted],and was going to b err moving to Conneticut,and gave them the Po Box of their own company. In conclusion,Donnell Financial Group has over taken nearly $6,000.00.I have tried to call [redacted] with this complete mess and am told that they can not do anything.Desired Settlement: I want to get my $6,000.00 back.Donnell Financial Group should have stopped receiving payments from [redacted] by the notarized documented dates,if an employee had not called [redacted] requesting an address change of their PO BOX. Also, Donnell Financial Group, will not return my phone calls, or even answer the phone way more than half of the time.

Review: I received a cash advance from Donnell Financial last year. It may be considered a pension buy-out for a set term of time. The contract is to run 24 months. I am in month 17 of this contract. Every month Donnell Group is to deposit the remainder of my [redacted] Pension into my checking minus an amount to cover their investment. This violation could be considered a contract issue. I chose service for Revdex.com purposes. My pension payout is on the 15th of each month. Sometimes early as was the case this month. I am yet to receive my remainder of my pension from Donnell Group. After leaving a message and sending an email, I received a call (marked private) from them and [redacted] states they made the deposit so he was advised by his bank. The bank he is referring to has little to do with the matter. Any ACH is to be initiated by Donnell Group and is not automated because we have had issues before with late deposits. In response to my second call in which I left a message, [redacted] sent an email stating they sent an ACH sent to my bank but it was returned and that he is not sure why. He stated the money would be sent out today or tomorrow. So far it has not happened today. There is already damage done and we received two Non Sufficient Funds fees at our bank because of automated items coming through. Nevertheless, I checked with the bank headquarter office as well as my local office and was told by two persons that there was not an ACH returned by my bank. One of the persons (names not provided here) stated that the banks do not return deposits unless there is a wrong account number attached. This could not be the case concerning my account because we have done business with Donnell for a long time under this account for deposit purposes. What we believe [redacted] has done is intentionally withhold our deposit because he was upset with us for accusing him of the same two months reference the June deposit. That was a mistake on our part where we overlooked the deposit made by Four Winds. I say Fours Winds cause the company goes by this name also or it is a part of there overall name: [redacted] or Donnell Financial Group. [redacted] is simply mistakened somehow or outright harassing us because of our mistake in June and withholding our money from being timely deposited.Desired Settlement: That [redacted] replace the NSF's caused by his Group. Th NSF's total $74.00 That [redacted] discontinue their apparent practice of late deposits to our account. That they be aware that futher distrust can result in their Group being reported to the State of CT.

I have been doing business with this company for more than 5 years now. They are very pleasant to work with and I have always received timely correspondence from them when requested. Mr. Ullmann and his staff are excellent in ensuring timely processing of my account. My experience with them has been absolutely wonderful. I would definitely recommend them to anyone!

Personally my wife and I are very pleased with Donnell Financial. They have been wonderful to us.

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Description: Financial Planning Consultants

Address: 8 Wright St Ste 101, Westport, Connecticut, United States, 06880-3114

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