How 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.99SCORESettanni Financial
New Rochelle, NY · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #5Position by Experts Score among all companies we track in this category. of 26 financial advisors · 5.0★ from 37 Google reviews
Report card
Percentile vs other financial advisors (100 = best)Each 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.
Reviews for your job
Customers hired Settanni Financial for 8 kinds of job.
Settanni Financial for financial plan
Clear ✕All 23 Google reviews tagged “Financial plan”
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…
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.
My wife and I felt very comfortable and confident with their knowledge and experience.
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.
Choosing a financial planner is all about trust and Dave and Mike at Settanni Financial earned mine immediately. They helped me navigate the transition into retirement by explaining all my options clearly and patiently. Its been approximately a year and a half, and my portfolio is in great shape thanks to their…
We are completely confident entrusting our financial affairs with Settanni.
Dave and Don Settanni are consummate professionals who have the client's best interests at heart always. We highly recommend them to anyone seeking sound financial advice, especially in these turbulent days in the markets.
I have had the pleasure of working with Mr. Settanni for a number of years now. Not only has he guided me through the complexities of the markets, but he has become a very trusted member of my family. Dave has taken care of pragmatic advise, estate planning and management and the complexities of dealing with tax…
I have been a client of Settanni Financial for over 10 years. I have used Settanni Financial for all my financial planning, investment advice, portfolio management, wealth management, tax planning and estate planning. I have recommended Settanni Financial to a number of friends and family members. All of them are…
Team is great and very knowledgeable - I’ve been with them for 5 years now. They personalize everything to my financial needs and customer service is unmatched.
Very professional and knowledgeable in all aspects of finance; a pleasure to work with, as the Settanni team is extremely proactive and aware of business trends.
Perfect financial services designed to match my needs. Since our first meeting the Settanni team has been well-informed and supplies clear explanations of their products. I appreciate how detailed oriented, pleasant and patient David and Don remain on every call and during live meetings. At our first meeting I was a…
I met with Don and Michael to review our retirement strategy and my taxes. They were both very detailed in our financial direction and was able to clearly outline our options. They setup a follow up meeting as well to review next steps.
The Whole Staff is Great To Work With Thank You
I’ve been with Settanni Financial for over 20 years. They handle my yearly taxes, money market, and investments with great professionalism and care. Knowledgeable, responsive, and always trustworthy. Highly recommend!
Great company and great advisors to work with
Fabulous, competent, trusting financial professionals. Have total confidence and have been with the team for over 20 years.
A very professional and knowledgeable organization, the team always makes themselves available for you. Highly recommended.
Don and David have been very helpful with financial advice before and after retirement. They take the time to explain everything.
Solid trustworthy company. I like that they aren't run like your usual corporate company that only cares about THEIR bottom lines and the line items on THEIR ledger. They give you the old school feel and really care about their clients. I've been with the Settanis & Mike Capuano for years now and they've been a great asset (no pun) to my overall portfolio.
Rating only, no written review.
Rating only, no written review.
Price
Not enough reviews with a price yet.
