David Disraeli, President 360NetWorth, Inc. Opiniones 

55
TrustScore: 5 sobre 5

4,8

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

David is very knowledgeable and was so easy to work with. He is very friendly and his fees are reasonable. I highly recommend him and will definitely use him again when necessary.

Valorada con 5 estrellas sobre 5

I reached out to David for somewhat of a unique situation and while he couldn't help me directly, he went out of his way to connect me with someone who could. Not just a referral either, he made perso... Ver más

Valorada con 4 estrellas sobre 5

He helped navigate and fill out charity approval forms that are fairly complex to the novice. In spite of some of the paperwork getting done kind of slow, in the end, David helped get our 501(c)(3) I... Ver más

Valorada con 5 estrellas sobre 5

We knew nothing about Trusts and Wills before starting this process. Our trust was complicated. David worked diligently to come up with a document that we are very happy with. His patience in answeri... Ver más

Información sobre la empresa

  1. Planificador financiero
  2. Servicios financieros alternativos
  3. Aseguradora (seguros de vida)
  4. Asesor inmobiliario
  5. Asesor fiscal

Escrito por la empresa

360NetWorth is a Personal CFO firm. We specialize in providing a one-stop shop for all things financial as well as tax planning, estate planning, and entity formation. The firm has special expertise in creating Texas Series LLCs. David Disraeli has been in financial services for 36 years. In addition to founding 360NetWorth, Inc., he is active in philanthropy, serving as treasurer of The Capstone Charitable Foundation and as a board member of Grass Roots Children's Foundation.


Información de contacto

4,8

Excelente

TrustScore: 5 sobre 5

55 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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4,8

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Valorada con 5 estrellas sobre 5

David was very helpful in helping us…

David was very helpful in helping us redo our will, set up a trust and an LLC. He was very knowledgeable and has been able to offer us advise on many things. I highly recommend his expertise.

6 de enero de 2022
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Respuesta de David Disraeli, President 360NetWorth, Inc.

Thank you Kriss. I appreciate your remarks!

Valorada con 5 estrellas sobre 5

David was great to work with

David was great to work with. He helped and directed me on all my questions. He was prompted to assist and get it done.

3 de octubre de 2022
Opinión espontánea
Logotipo de David Disraeli, President 360NetWorth, Inc.

Respuesta de David Disraeli, President 360NetWorth, Inc.

Leandro, I am glad you reached out and I could help with the agreement.

Valorada con 5 estrellas sobre 5

Thank you, David Disraeli!

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 with 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 our meetings. Thank you, David

15 de noviembre de 2021
Valorada con 5 estrellas sobre 5

Highly recommend

David has been great with helping us plan for retirement and get life insurance. It's been a pleasure working with him.

17 de julio de 2022
Opinión espontánea
Logotipo de David Disraeli, President 360NetWorth, Inc.

Respuesta de David Disraeli, President 360NetWorth, Inc.

Thank you for your kinds words. I look foward to a long, fruitful relationship with you both.

Valorada con 5 estrellas sobre 5

Hire David. Don’t look any further.

I highly recommend David. As someone that had no real idea what I was doing for my corporate structure, David was patient and explained the entire process in a simple manner. He also stayed on top of me and made sure we made it to the finish line.

1 de septiembre de 2022
Opinión espontánea
Logotipo de David Disraeli, President 360NetWorth, Inc.

Respuesta de David Disraeli, President 360NetWorth, Inc.

Jonathan I love working with military officers and their families and I appreciate your trust and confidence. It means a lot!

Valorada con 5 estrellas sobre 5

Trust documents

I have known David for 2 years and he has always delivered great service. David did a will, trust, and power of attorney for me and my parents. I had to contact him again to handle my house trust deed because we refinanced our house. I didn't know much about what a warranty deed was, and he explained it to me. He always offers great advice when dealing with the documents he composed for me and before he issues advice, he will research the topic before providing the advice. David has always been a pleasure to work with!!

29 de septiembre de 2022
Opinión espontánea
Logotipo de David Disraeli, President 360NetWorth, Inc.

Respuesta de David Disraeli, President 360NetWorth, Inc.

Edna I appreciate that you and your folks selected me and I look forward to more ahead!

Valorada con 5 estrellas sobre 5

Trust/LLC

David has been great with us. He has helped us form a trust and a series LLC. I'm going to use him to make a will also. Every question answered in a timely fashion. Great price for the amount of work put into everything. I will be using David for a long time.

30 de septiembre de 2022
Opinión espontánea
Logotipo de David Disraeli, President 360NetWorth, Inc.

Respuesta de David Disraeli, President 360NetWorth, Inc.

I was a pleasure to work with you and your sister in creating a unique structure in two states! Glad we crossed the finish line in a timely manner. Thanks for being so responsive!

Valorada con 5 estrellas sobre 5

David is a brilliant advisor

David is a brilliant advisor. Estate planning, liability protection, and financial literacy is only a few of his many abilities. Also, a really great guy altogether. Pricing for his services is very reasonable and genuinely cares about his clients and partners 👍

29 de septiembre de 2022
Opinión espontánea
Logotipo de David Disraeli, President 360NetWorth, Inc.

Respuesta de David Disraeli, President 360NetWorth, Inc.

Thank you Colum for your trust and confidence. I appreciate it!

Valorada con 5 estrellas sobre 5

David helped my husband and I with…

David helped my husband and I with business organization and started another business. He is very professional and full wisdom. Very pleased

29 de septiembre de 2021
Opinión espontánea
Logotipo de David Disraeli, President 360NetWorth, Inc.

Respuesta de David Disraeli, President 360NetWorth, Inc.

I appreciate your comments Michele!!

Valorada con 5 estrellas sobre 5

I have known and worked with David for…

I have known and worked with David for almost 20 years. He has given me some very good and sound financial advice during that time. One of his gifts is the ability to explain reasons why things are happening and Alternatives in a timely manner. He also has a great ability to make holistic recommendations based on the sum of the parts toward a great resolution. He has also helped my parents in their estate planning and they were very satisfied as well. I highly recommend him.

25 de septiembre de 2022
Opinión espontánea
Logotipo de David Disraeli, President 360NetWorth, Inc.

Respuesta de David Disraeli, President 360NetWorth, Inc.

20 years is a long time. I hope we have 20 more!

Valorada con 5 estrellas sobre 5

Series LLC and asset protection

The best company to get your financial paperwork and asset protection in check. I needed help with Series LLC and David guided through all steps. He helped to set a trust, Series LLC and will/power of attorney. He got all real estate deeds properly transferred to Series LLC, and even acts as registered agent. The best service and very very reasonable price.

7 de marzo de 2022
Opinión espontánea
Logotipo de David Disraeli, President 360NetWorth, Inc.

Respuesta de David Disraeli, President 360NetWorth, Inc.

You and your wife are a delight to work with and I look forward to what the future holds.

Valorada con 5 estrellas sobre 5

David Disraeli has been a terrific…

David Disraeli has been a terrific resource for us over the past year in helping us with both financial and estate planning. He is extremely knowledgeable and personable and has gone well above expectations in customizing personalized services as we were seeking advice in long-term strategies that fit our unique financial needs and future estate-planning concerns. It has been a pleasure to have his counsel and we expect to continue a long-time relationship. Hat's off to David especially in a market where finding the combination of professionalism, integrity and a true desire to help clients is so very important. We have been so impressed with David, that he now also is helping to manage our daughter and her husband's future financial and estate affairs.

27 de septiembre de 2022
Opinión espontánea

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