We help busy professionals take charge of their finances through comprehensive financial planning. Use a CFP to help you...
Website: districtfinancialplanning.com
Phone: (301) 563-9700
Cross Streets: Between 2nd Ave/Wayne Ave and CSX Track 2 Rail
8403 Colesville Rd Silver Spring, MD 20910 325.16 mi
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5.0 13 reviews
I'm a pretty financially savvy person, but I don't have the training to dig through technical fine print and make the best decisions. I also don't want my life revolving around interest rates and... More
I was very disappointed in this service. Paid over 1K for a fee-for-service financial advising that I requested should also include assistance with budgeting. One year out I never actually... More
My wife and had a great experience talking to Jeff. We had a lot of questions about retirement planning, and he was very patient, explained things clearly, and we really felt he had our best... More
Jeff went beyond the call of duty to assist my wife and I with our financial planning, and offered very helpful insights. Much appreciated! More
My husband and I hired Jeff Settle after interviewing a few financial planners. We very much appreciated (and continue to appreciate) Jeff's honest and professional approach with us. He is... More
