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District Financial Planning
- Financial Services
- Silver Spring, MD
About this business
Specialties We help busy professionals take charge of their finances through comprehensive financial planning. Use a CFP to help you achieve your dreams and goals. History Established in 2011. After working for 8 years at a different firm, Jeffrey Settle started District Financial Planning in 2011. Meet the Business Owner Jeffrey S. Business Owner Jeffrey C. Settle, CFP® Owner of District Financial Planning Jeffrey Settle is a Virginia native spending most of his years in Virginia Beach, VA. He attended Virginia Tech in ... read more
Location details
1314 Dale Dr, Silver Spring, MD, 20910, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Jeffrey has been my financial advisor since before my retirement and he successfully led me to a financially secure post-work life. I’ve now been retired for over a decade (my how time flies when you’re having fun!) and his steady, calm guidance has kept me from being panicky during market ups and downs. What led me to work with Jeff was a co-worker who introduced us and I discovered not only was he comfortable but specialized in working with middle to lower middle class clients. Too many financial advisors limit their clien... read more
Jeff was super helpful, polite, and very knowledgeable. I’m just starting out with my 401k, so my assets aren’t vast. Even though I don’t meet the qualifications to be a client of Jeff’s, he still took his time answering my questions regarding my investment options. Thanks again for your help, Jeff!
Jeff has been extremely helpful in giving me and my family advice on our cash flow situation and making decisions about how much work I should take on. As a freelancer, having someone like Jeff available to offer consultation is very valuable. He's extremely knowledgeable but is great at explaining things in a relaxed, no-pressure way. I recommend him fully.
Excellent service
Frequently asked questions about District Financial Planning
How is District Financial Planning rated?
District Financial Planning has a 5 star rating with 6 reviews.
When is District Financial Planning open?
District Financial Planning is closed now. It will open at 9:00 a.m.
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