Client Testimonials by David Disraeli

Rated 5 out of 5 stars

Awesome service from Mr. Disraeli

Mr. Disraeli services were very professional and very informative. He took time to explain the process of making a will and the different additional documents. He was patient and answered all my questions.
He was proactive and contacted me to make sure I reviewed all the documents before our appointment.
He accommodated my schedule and was willing to meet me outside his office due to the distance I had to travel. During our appointment I had questions concerning other financial matters and he was willing to hear my concerns and advice me on the next steps. He is very knowledgeable and gave me peace of mind concerning my situation. He is very friendly and a blessing to have met him.
I definitely recommend him for financial planning and trusts.

Carla S.
Austin, TX

Date of experience: June 14, 2023

Rated 5 out of 5 stars

Always spot on

David, has been very professional and very helpful each and every time we have needed him. He has also given us the proper steps to make things simpler for us all. I recommend David to everyone when folks ask who I use.

JR Austin, TX

Date of experience: June 15, 2023

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

Rated 5 out of 5 stars

Knowledgeable, Helpful and Patient

David is incredibly knowledgeable, helpful and patient. He takes care of the things we need but are not experts in, answering questions and keeping us informed. He’s quick to respond to texts if you need help with documents over time, or any other filings or decisions you’re making.

BB – Austin, TX

Rated 5 out of 5 stars

The BEST Customer Service

David makes you feel like you are his most important client. He ALWAYS comes through especially on a deadline. I will never use anyone else.

LaJean H. Benton, AR

Date of experience: April 19, 2023

Rated 5 out of 5 stars

Thorough and easy to work with

David is very thorough, clear in his communication, and easy to work with. He spent a lot of time getting to know us and our goals to ensure that we would get the most out of his tools and services. His dedication was on full display when he kept an appointment during the holiday season despite losing water during a freeze – thanks David!

Dan and Andrea

Date of experience: December 29, 2022