This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
District Financial Planning
- Financial Services
- Silver Spring, MD
About this business
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.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com