My wife and I met with Jeffrey Settle, CFP®, for a complimentary 30-minute retirement planning…read moreconsultation, and it was one of the most valuable half-hours we've spent on our retirement planning. Even though we aren't the type of clients he typically works with--his practice is geared toward managing larger investment portfolios--Jeff never made us feel like we were less important. He was generous with his time, listened carefully to our situation, and answered every question with patience and clarity. In just 30 minutes, he helped us understand how to think about our government retirement benefits, university retirement accounts, and 401(k) investments. He also pointed us toward an excellent CPA and estate planning attorney, giving us a clear path for the next steps. What impressed me most was that Jeff wasn't trying to sell us anything. He simply wanted to help us make good decisions, and his depth of knowledge was obvious throughout the conversation. It's rare to find someone who is both highly knowledgeable and so willing to share that expertise. We left feeling much more confident about our retirement planning, and I wouldn't hesitate to recommend Jeffrey Settle and District Financial Planning to anyone looking for trustworthy financial advice.

Great Service! Most of the people who comment on these sites are going to be negative regardless of…read moretheir 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.

I've known Mr. Rinaldi (or Joe as he insists on me address him) for more than 15 years and have…read moretrusted him and his team to manage my financial assets. Trust is something that is earned and Mr. Rinaldi has definitely earned my trust. I've seen my investments increase through the years. My mom always taught me to save up for the rainy days and I really took that to heart. Mr. Rinaldi (Joe) sees the long term picture and he always assures me to ride out the wave. I have anxiety so I completely trust him. He and his team truly go above and beyond. Those monthly phone calls from Mr. Rinaldi himself is proof of how much he cares for his clients. Thank you QFA and Mr. Joe Rinaldi.

Plenty ,they will not respond and the scammers are out in full force.I have tried repeatedly to get…read moresomeone to call me and it's a no go.

Our assets have been managed by this company for several years. Chris Bettencourt, MBA, CFP is…read moreknowledgeable and responsive and has been an excellent advisor. He has gone above and beyond in assisting us with complicated financing for a home purchased in a different state and offering other advice when it's been needed. It's refreshing to work with a financial planner who truly cares about his clients and their needs rather than his own bottom line. Highly recommend.

Chris is a man you can trust. I recently moved to the Bethesda area and have been in search for…read moresomeone to help manage my assets. After doing some research I reached out to Chris and was very impressed with the service he provided. Expecting to only speak with him about setting up an appointment, Chris went above and beyond by taking the time to explain exactly how I can move towards achieving my financial goals rather than waiting for a meeting. Chris is honest and forthright, his mission truly focuses on the best interests of those who seek his expertise.

One word comes to mind when I think about the people and services I received at Your Next Jump…read more Grateful. The biggest fallacy you'll face during a job hunt is the belief that employers are in charge of the process. They're not. YNJ taught me from beginning to end the importance of taking ownership of my story. Through each consultation, call, email, revision, I learned how to take charge of my interviews, certain pitfalls to avoid, and tailoring my story with a clear end goal in mind. The result? - I received an offer every time I spoke to a hiring manager. - I increased my base salary three times. This was all because of their process. They listened, understood the potential pain points within my resume and job history, and turned it into something not only palatable, but of immense value. That's the key. Towards the end of my job search, not only did I land a role in a new industry I was hoping to pivot into (management consulting), but I gained the belief that my skills are something to be celebrated. Thanks YNJ for turning a new leaf in my life and for getting me a job where I'll thrive for years to come.

I purchased the Career Launch Kit for $899 from Your Next Jump (YNJ), along with a cover letter for…read morean additional $100. While I appreciated the professionalism in communication, the overall experience fell short in several important ways. First, there was minimal human interaction throughout the process. At no point did anyone take the time to understand my unique career goals--whether I was repositioning myself for a new industry, returning to the workforce after a break, or targeting a specific type of role. The service felt highly templated and lacked the strategic depth I expected from a career consulting company. They did want me to submit two job opportunities, to get an understanding of the roles I wanted to apply to, but by the time YNJ completed their services, those roles are obsolete. YNJ emphasizes their move toward AI- and tech-driven solutions, but this focus seems out of sync with recent hiring trends and feedback from recruiters nationwide, who have voiced growing concerns about the authenticity and accuracy of AI-generated materials (https://www.nytimes.com/2025/06/21/business/dealbook/ai-job-applications.html?smid=url-share). Unfortunately, that disconnect was evident in the documents I received. They don't need to be experts in every field, but there's a noticeable lack of industry knowledge that makes it difficult for them to highlight critical, role-specific functions. Drafts were returned with errors--including incomplete sentences and exaggerated or unclear claims--so I had to carefully review everything to avoid misrepresenting myself. Revision times of 24-48 hours (even for minor edits) created unnecessary delays in my job search. And conversations with Tim felt rushed and surface-level; I was never fully confident that my feedback was truly understood or applied. I did call YNJ to discuss these concerns before posting this review, but they did not respond, I'm assuming it is because they already received their payment. I had roughly five different hiring managers review their work, and none were impressed. While the general template that they utilize is unique to their services and adds a splash of color amid the monotonous pile of resumes, nothing really stands out. In the end, Your Next Jump's work may serve as a basic starting point, but if you're a professional with a nontraditional background, transitioning industries, or aiming for mid-to-senior level roles, you'll likely need to invest significant time refining their drafts yourself--or seek more strategic, personalized support elsewhere.

If you happen to be looking for an investment adviser, we can give some advice that can save you…read moreaggravation - and money. Permit us to share the dreadful experiences we had with the firm of Carmichael Hill & Associates in Gaithersburg, Md. We foolishly hired them to manage our savings. While it's true the Dow dropped 5.6% in 2018, our investments managed by Carmichael that year plummeted more than 7%. But that's not the worst of it. Consider their track record with us: They recommended some 50 investments in the short time we permitted them to manage our money. 41 were losers! We lost tens of thousands of dollars letting this firm manage our money. Oh, and they continued to take thousands of dollars in fees from our accounts. They made their money while we lost big. They argued we approved every one of their suggested trades. In truth, we were captive to their supposed expertise. Well, their record speaks for itself. Before you decide upon the very important decision of who gets the privilege to manage your money, consider our experiences with Carmichael and think long and hard. Trust me, you don't wish to follow in our footsteps.

Enough with the sniggering schoolgirl attitude! Every time…read morelooked up from my phone as I was looking for my account number there she was smirking and audibly snickering and eyeing the other (more business like) representative. Can't wait till I can liquidate. Humiliation is the game?? It's not high school anymore!

Need to shout out to an awesome resource at Schwab, Kil Chang of the Downtown Crown location…read more He is right on the money and grabs me before I almost jump off the cliff when I want to sell everything before hell freezes over. His team of resources have been amazing and I highly recommend you consider a new level of support on all things that will lead you to a comfortable retirement. Talk to Kil! PM me for his contact info.

I have had numerous positive interactions with this Schwab office. Working with Drew has been…read moreespecially useful to my overall financial plan. Not sure about Mark's one star review on this branch because he wants to pay someone with a zero balance. Although that could be inconvenient, that is only one element that should not deter someone from visiting this branch.

Schwab Bank has recently added Zelle as a new "service." In fact, it is no longer possible to use…read moreZelle if it is linked to a Schwab Bank account. You must connect to Zelle through the Schwab app. I have overdraft protection for my Schwab Bank account. That means that I carry a zero balance and money is automatically transferred from my regular Schwab investment account when money is drawn on the checking account Unfortunately Zelle will not let you pay someone if the account balance is zero. You must first transfer money between your Schwab accounts and then use Zelle. Who wants those extra steps?? Zelle had been convenient. Now I MUST use Schwab. Worst of all is that Schwab doesn't allow transfers on weekends, so there is nothing you can do ....no workaround at all. Try Fidelity or Vanguard. They have probably figured it out. Schwab should have designed a better, workable system!!

Must say the most responsive company that I have yet to deal with. Communication is top notch , I…read morewould recommend to anyone who is looking for a reliable , trust worthy company to handle your financial needs. Guys thanks again for all the help and look forward to the future!!

David has been our well management advisor for over 15 year now. He is always there for us to give…read moreexcellent advice. He really cares about his clients.

Amir was patient and helped us navigate through the insurance plans. I will use him again.read more

Really surprised with the prompt response of Amir We decided…read moreto go with him after offering us a decent policy with a lot of benefits,most important reason for me was the fact that he came with price and not with estimate!

Before I start this review, you have to understand, I'm one of those people who are *TERRIFIED* of…read moreinvesting their money. I don't even like to gamble! I know that you're supposed to spend money to make money - but unless that money is on a new purse or shoes...I don't see the sense in parting with it. anyways - after several years of hiding money under my mattress (no, literally. I am even a little leery of banks!), I was finally convinced that I should have someone take a look at my finances and at least give me an idea of what I should be doing with it. Then, I changed jobs, and needed to roll over my 401K. So long story short, I finally worked up the courage to seek out a financial advisor. My account rep is Devon (she's now the VP of client relations or something), and she is amazing! Prior to our meeting, she sent me a questionnaire about my "relationship with money" (it was like something from match.com or something!)...but as goofy as that questionaire was - it did give her a good picture of how terrified I am of investing. Evidently - there is a name for people like me! It's called "conservative investor"! HAHA! All this time, I thought it was "moron!" Anyways - Devon helped walk me through several options and convinced me to invest in some *VERY* conservative investments just to see how I felt. She also patiently explained VERY basic concepts to me - because she could tell that I was just confused and not very savvy about such things. After a few months, my money grew (obviously, before our current financial crisis), and before long, she convinced me to do systematic investments and get a little more brave with my investing (so now I'm doing "moderate/conservative" investing), so that my "nest egg" would grow (I love these comforting words she would use! HAHA!). Well - about a month into our current financial crisis - before it got *bad* (this was just as the markets started to dip), she called me to tell me that she feels that it's time to "hunker down" and that we need to move the money back into some very conservative postions (which I'm ALL for!). I've lost a bit of money - but not as much as many people I know. I'm also still a little worried (because I could have SO bought a new Dior purse with that money), but everytime I get panicky, Devon ALWAYS takes my calls (although I'm sure she has many other, larger and more important clients), and talks me down from the ledge. I don't think I'll ever be Warren Buffett or anything...but for the first time ever, I actually know what a mutual fund is!!!

i am a 65 year old retiree and have invested in the stock market through Gartenhaus Financial group…read morefor over three years. My wife and I took an aggressive investment strategy in the market and GFC has done exceptionally well for us. I highly recommended them and have complete confidence in there investment strategy. G Hunter of Texas