District Financial Planning

8403 Colesville Rd #1100
Silver Spring, MD 20910 301-563-9700

Ratings

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Consumer Ratings for District Financial Planning — 2 Ratings

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Percent of customers who rated service "superior" for:
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Consumer Comments for District Financial Planning

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Consumer from Silver Spring, MD
Aug 25, 2022
Not Recommended
Gives very generic advice, charges significantly high percentages. Did not really provide the service requested or paid for - no actual written plan or outline was every provided, just a few generic conversations and emails.
Consumer from Silver Spring, MD
May 07, 2021
Recommended
Jeff was a referral from a friend, and he has been terrific at working with me and my husband to help us sort through all the scenarios and options and get us what's right for us. Bonus that he's well-versed in Federal Government options for federal employees.