Great Service! Most of the people who comment on these sites are going to be negative regardless of their experience. Signal's customer service was very good during my last few interactions especially at City Center Branch. The only time it took longer than usual for them to complete my request was because it was very complicated and required more time to complete. They were very thorough and took great care in their work. read 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 received any type of paperwork with a financial plan. Yes, he did return emails and was willing to make many appointments to speak via zoom, but in those conversations he gave very generic advice about diversification and investing in retirement, etc etc -- the type of advice you could read off any generic website with absolutely no insight into my actual situation despite my giving him access to all of my financial information. The only specific advice I ever got was to move my retirement account under his management where he charged 1.4%. Very dissapointing. read more

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 tax brackets. To live my life, I needed a money guy. A guy for stuff like this. Jeff is my guy. Like many people, I had an endless list of complex calculations. Which investments should I make? Which loans are sensible to pay off and when? How can I reduce my tax burden? Which of the many available plans should I be using to save for retirement? Jeff has been prompt, efficient, and (useful for busy professionals) very easy to work with. I've been able to schedule meetings at my convenience, either at his location, in places chosen by me, or over the phone. His fee is extremely reasonable, pays for itself, and is more than worth the sense of financial security which puts my mind at ease. Now when my employer hands me a stack of fine print on investment and retirement options, I don't panic. When I think I should be investing in something, I don't worry. I have a guy for this. And knowing that has been worth every penny. read 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 interests at heart. We highly recommend him. read 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 extremely patient, answering all of our questions, and has met with us several times to make sure that we are comfortable moving forward with his recommendations. He is very responsive and flexible with respect to meeting requests - he always meets us at our house, which is so convenient. read more

Jeff is a trustworthy, bright guy and I highly recommend him as a financial planner. I opened up a retirement account with him several years ago. He's met with me one-on-one several times to go over my investment choices and has always explained the options clearly. When I needed to roll over another account from a job, he walked me through the process, meeting with me to make sure all my questions were answered. Even though I've moved away from the DC area, I still keep up my accounts through Jeff, and he continues to check in and answer my questions as needed. read more

Jeff is very professional. He was extremely focused on our family's needs and also repeatedly commended us on the things we did well. Our goal was to really gain insight if we were financially sound as a family and how could we become more financially stable going forward with our family plans. Jeff was attentive to our specific wants, needs and ideas. I definitely recommend his service. There isn't a lot of fluff. Straight to the point financial planning without confusing jargon to make him seem superior to me as a non-financial professional. He also listened very well which I believe is very key when trying to understand a customer's values and goals. read more

We found Jeff Settle through Yelp and we are so glad we did because not only did he give us an overall outlook of our overall financial picture today, he's met with us to check in and assess how we are reaching our goals for the future. He's patient and a good listener, even when I go off on tangents that are more marital counseling rather than financial. I highly recommend his financial adviding services! read 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!

Mr. Jeffrey Settles helped us configure our financial portfolio. He is an excellent communicator and extremely versed in all financial matters. We are in our later years and are EXTREMELY conservative. He explained (very patiently) all our choices to make an informed decision about our financial portfolio. If you are seeking a financial adviser who does NOT push you into financial products you don't understand he is the correct professional. We have a rather complicated financial picture because of our quadriplegic son on life support and we can not afford to make any mistakes. We are 110% comfortable with the decisions we have made thus far and we feel he has looked out for our best interests. N.H. read more

Jeff has been my financial adviser for over a year now. He is conscious of my needs and financial goals. He carefully and thoughtfully helped me to determine the best place for me to investment. Whenever I need advice, have a question or want to reevaluate my plans, Jeff immediately responds to my needs. I feel that he really does care about his clients. In just a short period of time, I am seeing the results I am hoping for with the funds I have invested in. I am sticking with Jeff! read more

I was in a bind and needed help quickly. I found Jeff and he was "on the case"! He was able to get the paperwork going in short order and was attentive and answered my frantic calls immediately. I recommend him as the competent "go to" guy! read more

Jeff is very reliable in responding to our questions, and provides personalized advice based on our goals and priorities. He is very knowledgable, and we have found his advice to be very helpful. read more

Jeff has been fantastic . He is knowledgeable and easy to work with. He also has a very practical approach to financial planning. He took the time to understand what I wanted from my financial planning process. In addition to helping me with retirement planning, he is working to help me plan my current and short term financial steps as well. He was exactly what I needed - an independent adviser who could take the information I had (and only half understood), put it together into a cohesive plan to meet MY needs, and help me identify and implement action steps to get me there. I look forward to continuing to work with him! read more