David Disraeli CLient Reviews
I met David Disraeli through a mutual friend. I was referred because David is an expert in estate planning and I am not. He also handles alternative investments which help offset the risk of owning stocks. I could not be more pleased with the relationship and I would highly recommend him to others.Tom C. Round Rock |
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June 14, 2016
![]() David was very helpful in developing wills and Power of Attorney documents for my wife and I. We feel very confident that our family will have everything they need to fulfill our final request. Thanks David for all your help. ![]() David was contracted to update my parents’ will and estate planning. Everyone concerned was pleased with the final product, and I believe the analysis was thorough. There were a number of areas we might have overlooked had we not consulted with him. 6/2011 Thank you David for the heads up on how to buy the least expensive term insurance. It came back cheaper than you expected! Skip F. 5/2011
5/2106 I have used David Disraeli to update my estate plan. He was thorough and highly knowledgeable. He explained things well and caused me to think about issues that were important but never crossed my mind. If it were not for David I may still not have an estate plan. Laura C. Lewisville, TX
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