Analyzing 5,886,0405.9M ReviewsFor 16,24716.2K Experts

Experts Reviews · Company report
Settanni Financial logoHow 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

Settanni 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

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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.

SatisfactionSatisfaction · 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 is better than 99% of financial advisors.A
99
ReliabilityReliability · 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 is better than 98% of financial advisors.A
98
Craft & serviceCraft & service · 0% of the scoreGoogle 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.Settanni Financial is better than —% of financial advisors.–
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ValueValue · 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 is better than 100% of financial advisors.A
100
MomentumMomentum · 0% of the scorePenalises 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 is better than 100% of financial advisors.A
100
Replies to reviewsReplies 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.Settanni Financial is better than —% of financial advisors.–
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Reviews for your job

Customers hired Settanni Financial for 8 kinds of job.

Settanni Financial for retirement savings consulting

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.10
★ on this jobAverage stars on the reviews where the customer tagged this exact job (Google’s “Services” field).5.00
Usually paidThe price range customers picked most often for this job.—
Rank for this jobPosition of this company in the Job match ranking for this job among the companies we track.Its Job match: 91/100.How Job match is calculatedBuilt only from reviews Google tagged “Retirement savings consulting”:Stars on this job 55%Number of such jobs 25%Overall Experts Score 20%Stars are pulled toward the category average when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.#2 / 4
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 10 Google reviews tagged “Retirement savings consulting”

Renata11 reviewsTotal 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…

Reasonable priceFinancial planRetirement savings consultingRetirement-related financial consulting
RICKLocal Guide · 7 reviewsTotal 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. · Edited 7 months ago★★★★★

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…

Great priceFinancial planRetirement savings consultingRetirement-related financial consulting
Doug8 reviewsTotal 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★★★★★

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…

Reasonable priceFinancial planNet worth & cash flow analysis consultingPhilanthropic investing-related financial consulting
Rob4 reviewsTotal 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★★★★★

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…

Reasonable priceFinancial planNet worth & cash flow analysis consultingMutual & index fund consulting
Kathy3 reviewsTotal 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★★★★★

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 priceFinancial planMutual & index fund consultingRetirement savings consulting
patricia6 reviewsTotal 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★★★★★

Fabulous, competent, trusting financial professionals. Have total confidence and have been with the team for over 20 years.

Great priceFinancial planNet worth & cash flow analysis consultingMutual & index fund consulting
Eileen1 reviewTotal 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★★★★★

Don and David have been very helpful with financial advice before and after retirement. They take the time to explain everything.

Great priceFinancial planRetirement savings consultingRetirement-related financial consulting
Joea month ago★★★★★

Rating only, no written review.

Great priceFinancial planRetirement savings consultingRetirement-related financial consulting
Cheryl6 reviewsTotal 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★★★★★

Rating only, no written review.

Great priceFinancial planRetirement savings consulting
Ralph2 reviewsTotal 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★★★★★

Rating only, no written review.

Great priceRetirement savings consultingInvestment advisingStocks & bonds consulting

Price

Not enough reviews with a price yet.

Price verdictsGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.

Great price 65%Reasonable 35%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan23—
Retirement savings consulting10—
Investment advising9—
Wealth management9—
Tax planning8—
Retirement-related financial consulting7—
General investment consulting7—
Net worth & cash flow analysis consulting5—

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