David Disraeli Reviews

360 Net Worth
5.0
Based on 20 Reviews
Sophia W.
Sophia W.
2022-10-21 12:18:37
David has provided us with advice on and off the last several years, and he is very knowledgeable in financial matters. Definitely recommend him. read more
Lacey W.
Lacey W.
2022-05-09 16:50:05
I'm really happy and thankful I found David. I had no idea where to start with an inherited IRA, and the purchase of a house. He brought up points I never... read more
Sam K.
Sam K.
2021-09-27 23:14:50
Reached out to David to help setup a LLC for our business in TX. He has just been great to work with! David went and beyond and proactively reached out to... read more
Chris W.
Chris W.
2021-04-15 13:34:31
I was really happy with the knowledge, personal attention, and the level of service that I got when I contacted 360 Net Worth and worked with David.I am a... read more
360NetWorth, Inc.
5.0
Based on 2 reviews
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Alvydas KuklerisAlvydas Kukleris
19:50 27 Sep 22
The best advisor for setting up Series LLC and helping with asset protection. Did outstanding job setting the Trust, opening Series LLC, and getting proper transfer of all real estate deeds. And also his services are very very affordable.
Seenu SrinivasanSeenu Srinivasan
03:15 07 Dec 21
I had postponed establishing a Family Trust all these years. I am glad we found David and am now relieved that he helped us get the Trust done.David was quick to respond via texts, phone, and/or email to all my questions very promptly. He also assured me that I could contact him for any questions or doubts that may arise in the future. That is so important for clients, particularly in matters such as Trusts. Dealing with lawyers/attorneys is not easy. David made it easy. I believe he charged a fair price for his work.In addition, he patiently obliged my request to wear a mask during all our meetings.
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