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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 |
My wife and I met with Jeffrey Settle, CFP®, for a complimentary 30-minute retirement planning consultation, and it was one of the most valuable half-hours we've spent on our retirement planning. Even though we aren't the type of clients he typically works with—his practice is geared toward managing larger investment portfolios—Jeff never made us feel like we were less important. He was generous with his time, listened carefully to our situation, and answered every question with patience and clarity. In just 30 minutes, he h... read more
Five years ago, I opted to have Jeffrey manage my accounts, based solely on his great reviews, which were posted online. Have never had a moment's regret. He's honest, responsible, smart, responsive, and level headed. Recently, I needed several hundred pages of financial information on little notice. He rose to the occasion and went above and beyond expectations to ensure everything was there, correct, on my doorstep within a few days. He's the man, and for many years to come!
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!
Frequently asked questions about District Financial Planning
How is District Financial Planning rated?
District Financial Planning has a 5 star rating with 8 reviews.
When is District Financial Planning open?
District Financial Planning is closed now. It will open tomorrow at 9:00 a.m.
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