Financial consultant · New Rochelle, NY · reviewed since 2026
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%99+58.1Reliability 26%98+25.6Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.99SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#5 of 26 financial advisorsiPosition by Experts Score among all companies we track in this category. · better than 84%
5.0★★★★★37 Google reviews · 8 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
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.
Google rating: 5.0 out of 5 from 37 reviews (100% five-star).
Reviews on this page: 37 Google reviews (33 with written comments).
Owner responses: the business replied to 95% of reviews.
Most recent review: October 2, 2026.
Service: Financial Advisor serving New Rochelle, New York.
Data from Google, last updated October 26, 2026.
Score profile vs other financial advisors
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: value and momentum; weakest: reliability.
Settanni FinancialFinancial Advisors median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Settanni Financial: 99/100 on this factor. Category median: 97.A
99
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Settanni Financial: 98/100 on this factor. Category median: 97.A
98
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
–
ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Settanni Financial: 100/100 on this factor. Category median: 100.A
100
MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Settanni Financial: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 45.–
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Bar = this company · dark tick = category median.
Star ratings
37 Google reviews we collected
5.0of 5
5 stars37100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 33 written reviews
98%praise
Praise6598%
Complaints12%
PriceiGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
100%fair
Great price1565%
Reasonable835%
Overpriced00%
Not sure00%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude2233%
Would recommend1421%
Honesty & trust1015%
Speed & response914%
Communication812%
Quality & results23%
Price & value12%
What customers talk about
We read 33 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“The staff is attentive and responsive to any questions you have.”
“I would highly recommend Settanni Financial to anyone looking for someone who is knowledgeable, trustworthy, responsive, and genuinely invested in the…”
“What I appreciate most is the combination of knowledge, responsiveness, and genuine personal attention.”
“…ial to anyone looking for someone who is knowledgeable, trustworthy, responsive, and genuinely invested in their clients.…”
“David takes the time to understand my goals, explain my options clearly, and make sure I am comfortable with the decisions being made.”
“They are professional, thorough, and never rush the process.”
“Dave and team helped my wife and I get term life insurance policies at a great price.”
People customers mention
David3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Settanni Financial for 8 kinds of job. Pick one to see what they paid and said.
Eileen4 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 weeks ago★★★★★
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.
Great priceFinancial plan
Renata11 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★
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…
Billeboy5 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 4 months ago★★★★★
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…
Barbara1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 5 months ago★★★★★
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.
Financial plan
Gary11 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 6 months ago★★★★★
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.
Bacio1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 7 months ago★★★★★
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.
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.
Price assessment: Great price
Services: Financial plan
Renata Casella11 reviewsiTotal number of Google reviews Renata has written across all businesses on Google Maps, not just this one.
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.
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.
Response from the owner · 4 months ago
Thank you. We appreciate your feedback.
Barbara Occhipinti1 reviewiTotal number of Google reviews Barbara has written across all businesses on Google Maps, not just this one.
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.
Services: Financial plan
Response from the owner · a month ago
Thank you, Barbara!
Gary C11 reviewsiTotal number of Google reviews Gary has written across all businesses on Google Maps, not just this one.
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.
Response from the owner · 5 months ago
Thank you Gary!
Bacio Trattoria1 reviewiTotal number of Google reviews Bacio has written across all businesses on Google Maps, not just this one.
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.
Response from the owner · 6 months ago
Thank you! We really enjoy your restaurant, Bacio Trattoria in Cross River.
Thomas Haimelin3 reviewsiTotal number of Google reviews Thomas has written across all businesses on Google Maps, not just this one.
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.
Response from the owner · 6 months ago
Thank you, Tom.
Rick Scarinci8 reviewsiTotal number of Google reviews Rick has written across all businesses on Google Maps, not just this one.
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.