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
Huyen
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!
Zaena
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!
Reply from David Disraeli, President 360NetWorth, Inc.Oct 6, 2022
Thanks Zeena! You guys are great to work with.
Kriss W.
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.
Reply from David Disraeli, President 360NetWorth, Inc.Oct 6, 2022
Thank you Kriss. I appreciate your remarks!
Leandro T.
David was great to work with. He helped and directed me on all my questions. He was prompted to assist and get it done.
Reply from David Disraeli, President 360NetWorth, Inc.Oct 6, 2022
Leandro, I am glad you reached out and I could help with the agreement.
custome A.
I worked with David for a few years now and had a great experience in setting up my entities. Fast, not expensive, quality service. Thanks David!
Seenu S.
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
El B.
David has been great with helping us plan for retirement and get life insurance. It's been a pleasure working with him.
Reply from David Disraeli, President 360NetWorth, Inc.Oct 1, 2022
Thank you for your kinds words. I look foward to a long, fruitful relationship with you both.
Jonathan R.
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.
Reply from David Disraeli, President 360NetWorth, Inc.Oct 1, 2022
Jonathan I love working with military officers and their families and I appreciate your trust and confidence. It means a lot!
