Edward Jones - Financial Advisor: Willie R Sawyers III - Lebanon (PA)

Keith Mull Shamokin Dam office has a very nice helpful staff. They are here to help you

bryna freeman They do not return emails or phone calls. Be warned, if you use your car title as collateral for a loan, they will NOT give it back to you under any circumstances. My car needed thousands of dollars of repairs to pass inspection and I wanted to trade it in for a better car. They would not give me the title back to do a trade in, so I purchased another car and my old car is sitting in my driveway not being used and I cant sell it without the title. They told me when I signed up for the loan that if I needed the title back for any reason, they would work with me, however, I have been trying to "work with them" for months to come to a resolution and they dont return emails or phone calls. When I finally get someone on the phone, they tell me they will check what they can do and then never call back.

Gillian Springer I’ve been working with Capital Planning for over 16 years, and their support has been nothing short of exceptional. They first stepped in during a particularly challenging time in my life, offering not just financial guidance, but also genuine reassurance and understanding. From the beginning, our relationship has gone beyond transactions — it has been deeply relational, which gives me great confidence that my financial future is in trustworthy hands. I didn’t know exactly what to expect when we started working together, but what I’ve received has far exceeded any initial assumptions. Managing money is inherently personal and can often be anxiety-inducing, but the team at Capital Planning has consistently offered patient, kind, and thoughtful advice. They’ve truly listened to my concerns, respected my individual risk tolerance, and provided guidance that considers all aspects of my financial life. Every individual I’ve worked with at Capital Planning has exemplified professionalism and care. I’m deeply grateful for the partnership and the support they provide.

Dave Wyckoff Kissling et al filed my 2018 federal tax return. In 2020, I received a letter from the IRS indicating that my 2018 was in error and I owed an additional $1900+ in taxes plus $139 in interest charge. I had Kissling review my return and they admitted to their oversight on my return. As a matter of good business practice, I expected Kissling to reimburse the $139 to me. They did not.

Luke Roberts In the past I wasn’t thrilled but after talking to the nice teller man this past week, I felt really heard.

Ron Had a truly great experience thanks to Kasey at the Pleasant Hills branch today. She went above and beyond by working through her lunch to help me open a new CD account. Her professionalism, kindness, and dedication to excellent customer service was very much appreciated. It’s rare to find someone so willing to prioritize their customers like she did. Thank you, Kasey, for making the process smooth and stress-free. Keep up your hard work and commitment! Highly recommend Dollar Bank, especially with employees like her on the team.