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.
Selvom vi ikke verificerer specifikke påstande, fordi anmeldernes meninger er deres egne, kan vi godt betegne anmeldelser som "Verificerede", når vi kan bekræfte, at der har fundet en forretningsinteraktion sted. Læs mere
Af hensyn til platformsintegriteten scannes alle anmeldelser på vores platform – verificerede eller ej – af vores automatiserede software døgnet rundt. Denne teknologi er designet til at identificere og fjerne indhold, der overtræder vores retningslinjer, herunder anmeldelser, som ikke er baseret på en reel oplevelse. Vi er klar over, at vi måske ikke fanger alle problemer, og du er velkommen til at gøre os opmærksom på det, hvis vi har overset noget. Læs mere
Se, hvad kunderne siger
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... Se mere
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... Se mere
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... Se mere
Virksomhedsoplysninger
Skrevet af virksomheden
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.
Kontaktoplysninger
507 Denali Pass, 78613, Cedar Park, USA
- 512-464-1110
- david@360networth.com
- www.360networth.com
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.
15. juni 2023
David carefully reviewed our will and…
David carefully reviewed our will and identified a crucial issue: it hadn't been signed correctly, rendering it unenforceable. Recognizing the significance of this oversight, David took the time to educate us about the importance of proper documentation. David was very reasonably priced. We appreciate his expertise and dedication to ensuring our legal affairs are in order.
23. maj 2023
Just my 2 cents...
Friendly, fast, efficient, and professional! David cares about creating relationships with his clients.
24. april 2023
Uopfordret anmeldelse
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.
20. april 2023
Uopfordret anmeldelse
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.
19. april 2023
Uopfordret anmeldelse
It was a pleasure to work with you ,my…
It was a pleasure to work with you ,my father was totally happy with the results and information you provided ,
He’s very relieved ,you made this happen for him so fast ,he said today he actually relaxed now.
16. februar 2023
David is highly knowledgeable and has…
David is highly knowledgeable and has been a pleasure to work with as my partner and I enter a new chapter. David has a wealth of knowledge and we’re happy to have gotten a chance to connect!
23. december 2022
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!
29. december 2022
Besvarelse fra David Disraeli, President 360NetWorth, Inc.
Thank you Dan. I've enjoyed working with you both. Looking forward to more progress in the future!
Very Helpful
David helped us out with filing our franchise tax report. We were completely lost and he sent us very detailed instructions to navigate the Texas comptroller system. We will definitely go to him when we need more help!
21. december 2022
Besvarelse fra David Disraeli, President 360NetWorth, Inc.
I appreciate your remarks. I really enjoy working with people serving our country!
Step into the arena…
Fantastic experience with David and 360networth. If your are undecided, take the risk, you will not be disappointed. David is timely, extremely knowledgeable, and most importantly, listens. Very happy we went with Savid.
21. december 2022
Besvarelse fra David Disraeli, President 360NetWorth, Inc.
I appreciate your thoughts! I hope the new year brings us more planning opportunities.
Professional and Honest
We worked with David to set up an LLC and we couldn't be happier with the level of service and professionalism from him. David was very responsive to any questions we had and made the entire process very straightforward and easy to understand while providing great advice. We definitely will be working with David in the future and highly recommend his services to anyone.
20. december 2022
Great experience and very professional
We absolutely love our services with David. He was willing to walk us through step by step for future issues to save us money and always there for questions. We would definitely recommend his services!
1. juni 2022
Committed to Customer Service
David was extremely instrumental in helping my family plan for our future. His willingness to share so much of his knowledge and experience to find the best solution for us clearly sets him apart from other financial advisors. He was very determined to deliver a high level of personalized customer care. He seems committed to helping people get the most out of their lives. 10/10
9. april 2022
Totally Impressed With His Knowlede
David was extremely helpful, and quick response.. I couldn't be more satisfied and would recommend him for anyone who needs help when dealing with a Estate after a loss. I can't thank David enough, words can't express how great he was through the whole process.
5. oktober 2022
Great experience!
18. oktober 2022
Happy Customers
We have been working with David for a few years now regarding several matters. He has always been professional, personable and willing to assist us. He has a wealth of knowledge which he generously shares with his clients. We have been very pleased with the products and services he has provided.
10. oktober 2022
David is an amazing CFO for our family!!!
David is amazing. He truly understood our goal and even though our situation was a little tricky he aligned the right resources to execute the plan seamlessly. I continue to refer friends and family to him.
13. oktober 2022
Besvarelse fra David Disraeli, President 360NetWorth, Inc.
Thank you Jim, you are both a pleasure to work with!
Very friendly and helpful
4. september 2022
David is very knowledgeable with many…
David is very knowledgeable with many years of experience in financial planning and estate planning. He offers flexible services for your personal needs with thorough consultation, quick turn-around time and great follow-up advices. Strongly recommended!
5. august 2022
Great Service!
David is an amazing guy that truly cares about his clients. I've learned so much from him and plan on continuing to work with him for years to come!
6. februar 2022
Besvarelse fra David Disraeli, President 360NetWorth, Inc.
Thanks Zeena! You guys are great to work with.
Dette er Trustpilot
Alle kan skrive en anmeldelse på Trustpilot. En anmeldelse er ejet af personen, som har skrevet den, og vedkommende kan derfor redigere eller slette den til enhver tid. En brugers anmeldelser bliver vist, så længe vedkommendes konto er aktiv.
Virksomheder kan bede deres kunder skrive en anmeldelse ved hjælp af automatiske invitationer. Denne type anmeldelser handler om reelle oplevelser og markeres "Verificeret".
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