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Bollman & Jones Financial
9227 Haven Avenue, Rancho Cucamonga, California, United States
About the Bollman & Jones Financial
Bollman & Jones Financial is a reputable finance institution located at 9227 Haven Avenue in Rancho Cucamonga, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Bollman & Jones Financial is here to help. Trust us to guide you towards a secure financial future.
9227 Haven Ave Suite 315 & Suite 330, Rancho Cucamonga, CA 91730, United States
Opening hours of Bollman & Jones Financial
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Bollman & Jones Financial
"We recently read a negative review regarding this company and we can confirm that the review was 100% accurate. I have also received personal messages from others who are experiencing terrible service as well. Our experience was extraordinarily bad and I feel we should share it so others can be aware. My Sister lost her son (my Nephew) unexpectedly in May of 2020. Prior to that, Donnie and Matt had been handling my Nephew’s business accounting for approximately 6 months, probably less. After my Nephew passed away, we met with Donnie and Matt and were extremely relieved to have them on our side as they were very comforting and promised to help my sister every step of the way. That however, did not happen. After our first meeting, there was very little communication. My Sister waited months for my Nephew’s taxes to be done so she could prepare to close out his estate. The entire time, my Sister struggled to get any responses or information from them. At times, the only way she could get any response or answers was by stopping by their office unannounced. After repeatedly promising to complete the taxes, finally on February 18, 2021, their secretary handed back all of my Nephew’s files to my sister with NOTHING completed. As a matter of fact my Sister’s new CPA feels that what she received back is completely unusable. When my Sister expressed her disappointment to Donnie, he did NOT respond with an apology or any justifiable reason. Instead he responded via email by giving his PERSONAL opinions on my Sister’s handling of her Son’s Estate as his reasons for not doing anything on the taxes. What “professional” does that? Quite frankly he involved himself in issues that were none of his business and had ZERO to do with what he was hired to do. We do not know Donnie personally and he does not know us. He only knew my Nephew for a short period of time and had only a handful of in person meetings with him. We never discussed any personal issues with Donnie, however, by his own admission, Donnie did find it appropriate to discuss my sister and my Nephew’s PERSONAL matters with others after specifically being asked NOT to do so. If you are looking for confidentiality or loyalty, I am afraid you won’t find it with this company. To make matters worse, Donnie ended his response to my sister by accusing her of “lashing out” at him because she was grieving the loss of her child. Such a heartless thing for him to say. The only reason she was “lashing out” at him was because he held her Son’s files hostage for 9 months. He could have just returned them long ago and said that he didn’t want to do them for whatever reason and she would have been fine with that. But it seems it was easier for him to blame a Mother’s immense grief than to take any responsibility for failing his client. Needless to say, we do not recommend using this company at all."
"My experience with Bollman & Jones was really great until June of last year. I had received prompt communication and felt my books and taxes were being handled adequately. Unfortunately, that experience completely changed and I started having to wait weeks and follow up numerous times for an email response. I was very clear that I (and several of my referrals, who are also leaving) was very dissatisfied. My friends I brought to this provider were also receiving terrible service in terms of communication, as well. I ended business with Bollman & Jones by requesting all of my documents and was told I would not be charged again. Yet...I was charged. I am very disappointed in this entire experience for the last 6-7 months."
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