I was really happy with the knowledge, personal attention, and the level of service that I got when I contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with. read more

Do not trust. Completely unprofessional and failed to deliver what was paid for. I hired David Disraeli (360 NetWorth) for estate planning and asset protection, paying a $2,200 fee. He boasts a "Satisfaction Guaranteed" policy on his BBB page, but his actual business practices are completely deceptive. After taking my money, he admitted in writing that he skipped critical phases of my estate plan--failing to review the documents with me, provide instruction, or offer the advice I paid for. Instead of finishing the contracted work, he spent our meetings aggressively trying to upsell me on unauthorized legal services for an eviction issue, demanding an additional $1,000 to file court documents despite admitting he is not an attorney. Furthermore, he engaged in highly concerning privacy practices by secretly adding a secondary account to my private Dropbox folders and taking ownership of my files without permission. When I expressed dissatisfaction and requested a partial refund for the uncompleted work, he immediately blocked my phone number and terminated our engagement. He does not honor his guarantees and abandons his clients the moment he is questioned. Avoid at all costs. edit: text and emails prove that the answer below is incorrect. your text shows that the thousand dollars was to draft the help with the eviction even though you're not even a lawyer! Why don't you look up unlicensed practice of law? In addition- you offered to finish the job was after telling me twice you blocked me! The text that were after that were inappropriate were all yours, sir. read more

David was professional and accommodating. We were in a rush due to unforeseen circumstances and David took care of our living trust quickly and came to us to complete our docs. Truly a nice guy that enjoys helping people. His pricing was fair. read more

David and I were in sync day 1 and quickly got things moving to open a Series LLC. He is very knowledgeable and personable so it made the process that much easier. David's value proposition is his continued support even after the initial engagement which gives me reassurance if & when something comes up. I look forward to continuing to work with David as I fully launch my business. read more

David went above and beyond with helping us set up our LLC, life insurance, and wills. He provided some amazing software to walk us through our retirement accounts and make sure we were on track with our financial goals when we retire. We have even thrown him a couple curve balls with interest in real estate and he provided information on that also. David is a one stop shop as far as finances and if he can't help you he has a wide network of other professionals that can get the job done! read more

I found David on yelp in a very hard time in my life and family's life. My mother had fallen ill and she needed to update her will from hand written notes she had put together over the years. He was very kind and patient through the entire process with her and also with the rest of the family. His work gave us the ability to focus on the things that were important to us as a family and not the legalities that come with some one passing. now, eight months later he is helping my husband and I with contracts and insurance for our LLC and setting up a new company. I would recommend David to anyone. He is the best! read more

Highly recommended.. My wife and I needed a revised will, life Insurance and exit strategy for when we die one day as they say it's guaranteed... David came highly recommended from a mutual friend. We not only put together a new will, Life Insurance changes but also navigated the complex things such as letters of instruction to trustees, attorneys and now we sleep well that those I leave behind will be well taken care of. If I could give 10 stars I would. Thanks David! Jeff Lewis read more

David is very knowledgeable and professional. He went through the whole process with us and coached us on each step. He also sent us several videos including varies instructions. Being new to the concept of series LLC, we had a lot of questions and concerns. David was very responsive and patient answering our questions. He is also very easy to work with. We highly recommend him if you need help with real estate planning/setting up LLC. read more

Reached out to David to help setup a LLC for our business in TX. He has just been great to work with! David went and beyond and proactively reached out to his colleagues to solve a problem we faced while setting up our LLC. David has been exceptional and always reachable to address any questions/concerns. I still work with David even after we setup our LLC to seek advice and he is always willing to spend the time to answer any questions and help build financial success for us. Will definitely recommend David and I look forward to continuing to work with him. read more

I'm really happy and thankful I found David. I had no idea where to start with an inherited IRA, and the purchase of a house. He brought up points I never would have thought of but down the line would have been huge hurdles had I not taken care of now. He really talks to you in a way that is helpful and not intimidating and also in a way that I can understand! Highly recommend David! read more

David prepared my will and all documents pertaining to it. He was great to work with, responded very quickly to any questions and completed what I needed very quickly. I am extremely happy with the services provided by David and would highly recommend him. read more

David recently helped my husband and I prepare our will and power of attorney documents. David provided us a lot of great information and the process was very simple. We were able to meet over zoom conference to get David the information he needed, which was convenient. David prepared our documents promptly and had them reviewed by an attorney. David was very knowledgeable in this area and I recommend his service. Thank you David. read more

David was very thorough and patient. It was my first time working with a financial planner but he took me though all the steps. I know a lot of people who have put off important things like wills and power of attorney, etc. I had a rather complicated profile but he did not give up on me and within a day or 2 after he had all the information, (about a day and a half) I was sent a very clear work sheet to use as I wish. I think he's great! Now I have to go get a will and a POA done. :-). read more

David is really the only financial advisor who's call I have returned. He's friendly, informative, educational and goes way way beyond the call of duty going the extra mile. Let me give you an example: he is helping my wife and I put together a special needs trust for my son. He also explained the benefits of operating my business as an LLC instead of as a sole proprietorship. Now we have a Texas Series LLC, an can form additional businesses underneath it without having to form a brand new entity each time. read more

David was easy to chat with and super patient when working with me. I had a lot of questions and he took his time answering all of them in a way that I could understand. I would definitely recommend working with David. read more

David was contracted to update my parents' will and estate planning. Everyone concerned was pleased with the final product, and I believe the analysis was thorough. There were a number of areas we might have overlooked had we not consulted with him. read more

David was very helpful in developing wills and Power of Attorney documents for my wife and I. We feel very confident that our family will have everything they need to fulfill our final request. Thanks David for all your help. read more

David Disraeli is smart, hard working, and awesome at following through. Being new to the state, we weren't sure what documents were necessary for estate planning. He made sure we each had a will and power of attorney . And he was VERY affordable and VERY quick. The delay was on our end because we had to get the documents notarized, with two witnesses, which was hard to do for us. He politely, yet dillegently, followed up, again and again, until he personally went with us to a notary that would witness the signature and he also served as a witness. He double and triple checked each document was complete and correct, and then took the documents to scan into an electronic vault for safe keeping. I highly recommend David, he is awesome! read more

I have known David for over 5 years now and he has always exemplified quality professionalism and great depth of knowledge in the financial markets. He has extensive experience with investment management, asset allocation, financial and retirement planning, as well as estate planning. Moreover, he is highly ethical and a valued trusted advisor. read more