Google reviewers rate Settanni Financial five stars based on thirty-seven reviews, noting that the owner replies to ninety-five percent of them. Clients frequently highlight the firm's responsiveness, clear explanations, and personalized attention across services like tax planning, investment management, and insurance. Long-term clients emphasize trust and professional knowledge, with no recurring criticisms identified in the provided excerpts.
Data from Google, last updated October 26, 2026.
Reviews from Google, shown as published (original wording, unedited).
I am extremely well satisfied with Settanni Financial. The staff is attentive and responsive to any questions you have. Delighted that with their assistance my environmental concerns can be incorporated in my portfolio. I highly recommend them. Eileen M.
David and Don Settanni are absolutely wonderful! What I appreciate most is the combination of knowledge, responsiveness, and genuine personal attention. I never feel like I am simply another account number. David takes the time to understand my goals, explain my options clearly, and make sure I am comfortable with the decisions being made. David regularly checks in and helps me think strategically about both my short-term needs and long-term financial goals. Most importantly, I have confidence that my financial well-being is being taken seriously. I would highly recommend Settanni Financial to anyone looking for someone who is knowledgeable, trustworthy, responsive, and genuinely invested in their clients.
Thank you, Renata!
Very knowledgeable, helpful, kind
Thank you Kim!
Can't say enough about my interactions with Mike over the past several years. Many clients might just say this, but I truly mean it when I say that I consider Mike a genuine friend. From the moment we met we clicked right away, and in many respects I see him as part of the family. His knowledge on finances is only matched by his calm/friendly demeanor, which has put us at ease from day one.
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I'm very pleased with my experience with Settanni Financial. They are friendly, professional, and knowledgeable. I appreciate how clearly things are explained and how responsive they are whenever I have questions. I would highly recommend them to others.
Thank you, Barbara!
It's a matter of trust...and they know what they're doing. I've done business with the Settanni's for twenty years...they are a family business with old school family values. I would have to think long and hard before I entertained moving my financial affairs somewhere else.
Thank you Gary!
We have been working with Settanni Financials for over 20 years and couldn't be happier. They are knowledgeable , and most importantly, they took their time educating us on investment strategies for our personal and our business investments , we recommend them to everyone.
Thank you! We really enjoy your restaurant, Bacio Trattoria in Cross River.
Been working with Dave for years. And my taxes and financials have become more complicated each one of those years. Dave is always there for advice and ideas. He’s responsive, sharp and efficient…great combo. Highly recommended for any tax/insurance/investment needs.
Thank you, Tom.
My wife and I felt very comfortable and confident with their knowledge and experience.
Thank you, Rick.
I have been with David for many years now and just recently updated a financial transaction. David is knowledgeable and dedicated to providing excellent financial advice.
Thank you, Sal.