David Disraeli, President 360networth
David Disraeli is smart, hard-working, and awesome at following through. Being new to the state, we weren't sure what documents were necessary for estate planning. He made sure we each had a will and power of attorney. He was VERY affordable and VERY quick. The delay was on our end because we had to get the documents notarized, with two witnesses, which was hard to do for us. He politely, yet diligently, followed up, again and again, until he personally went with us to a notary that would witness the signature and he also served as a witness. He double and triple checked each document was complete and correct, and then took the documents to scan into an electronic vault for safe keeping. I highly recommend David, he is awesome!
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Sentiment Analysis
David Disraeli is a subject matter expert in both asset protection and estate conservation.
Took the time to explain things and was able to deep dive on several topics.
I have known David for many years, he has great integrity and is very knowledgeable and professional in financial and legal matters.
He is as articulate and honest as anyone I’ve ever known.
He's professional and knowledgeable and his expertise has impacted the way I run my business!
I recently worked with David to setup an estate plan, and I am happy to offer my highest recommendation for his services
David diligently worked our family trust, multiple business and entity changes and formations and always remained in touch to check how things are going.
This was my first experience and David was very patient while explaining what he was doing throughout the process.
I have used David's services for setting up a series LLC, Power of Attorney, Personal Trust, and An Estate Will.
From LLC's, Insurance Policies, financial planning, and much more, I highly recommend The Personal CFO.
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