Excellent
Based on 57 reviews
Honesty, pricing, process and quality scores appear once 5 customers have rated them.
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.
David Disraeli, President 360NetWorth, Inc. (360networth.com) has 57 customer reviews on Folks Told, with an average rating of 5.0 out of 5.
57 approved reviews, newest moderated first
Suzanne C.
I had a great experience working with David. I needed to take care of my Living Trust and he was quick to respond, knowledgeable and very helpful in explaining everything to me. He even suggested I put my LLC in a trust which was something I never thought to do to protect myself. He put all my documents together quickly and was super easy to work with. I would definitely recommend!
Terri L.
David has been so efficient for my business. He’s has designed all of my regulations and bylaws as well as my website. Affordable and efficient! I would use him again and recommend him to friends.
Reply from David Disraeli, President 360NetWorth, Inc.Oct 19, 2026
Thank you for your kind words Terri. I am excited about what your organization has to offer.
Donna P.
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.
CS
David is professional, consistently demonstrating a strong commitment to delivering quality results. He handled everything efficiently and ensured that the job was completed promptly. I really appreciate his thorough approach and quick turnaround.
Rebecca
As a first-generation immigrant and real estate investor, I’ve navigated the complexities of the industry for years without the level of asset protection I truly needed. Working with my Chief Financial Officer to set up a series LLC and a trust was a game-changer. His expertise and guidance brought a long-awaited sense of relief, knowing that my assets are finally shielded against potential liabilities. He didn’t just stop at asset protection; he also ensured that my financial planning included a will and power of attorney, covering everything in the event of my death. It’s reassuring to know that my affairs are set up properly for the future, even though I’m currently unmarried without children, my immediately family will be taken care of. However, I now have peace of mind knowing everything is in place for when I do start a family and my assets protected. I’m grateful for his dedication in securing my financial future.
Juli Van V.
If I could give David more stars I certainly would. Great job with my trust. Very knowledgeable, very pleasant to work with, very prompt with responses via text, phone and email. I would highly recommend David to create the best Family Trust to fit all your needs. Thanks David!!!
Beth M.
Superb business ethics, knowledge and go to person.
Pat H.
David was very caring and went beyond I what I would have expected for his service. It was fast and completed with no problems. HIs review of our trust was unexpected and put me feel thoroughly at ease with having him help with our property deeding. Thanks David.
