David Disraeli, President 360NetWorth, Inc.

507 Denali Pass, 78613, Cedar Park, United States
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5.00
Based on 20 Reviews

5

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About David Disraeli, President 360NetWorth, Inc.

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.

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Edna R
GB

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!!

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Brian Barker
GB

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.

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Kitty C
GB

helpful and experienced David demonstrates remarkable patience and adept listening skills, tailoring his assistance to our unique circumstances. He remains highly responsive and genuinely helpful throughout our interactions. With a deep understanding of the industry, he extends his support beyond the expected scope, proving valuable in various situations.

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Carla Staufert-Sevier
GB

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.

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Praveen
GB

A+ Experience with David's Estate Planning Services I recently worked with David to establish a trust, draft a will, and transfer property deeds, and I couldn't be more pleased with his exceptional service. David's expertise, combined with his friendly and courteous approach, made the process seamless and even enjoyable. His ability to explain complex concepts with humor added a personal touch that set him apart. I highly recommend David to anyone in need of estate planning services; his professionalism, responsiveness, and good-natured approach make him a standout choice. I would gladly use his services again in the future.

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