Slinger
GBStep 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.
JR
GBAlways 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.
Jonathan Richards
GBHire 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.
Whitney
GBHighly recommend! 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 personal introductions and followed up afterwards. You just don't see that level of care in the financial industry these days so I was really grateful (thank you). Plus, he's a wealth of knowledge. Definitely the kind of guy you want in your circle.
Carla Staufert-Sevier
GBAwesome 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.