David Disraeli, President 360NetWorth, Inc. Avis 

55
TrustScore 5 sur 5

4,8

Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus

Pour protéger l’intégrité de la plateforme, chaque avis, qu’il soit vérifié ou non, est analysé par notre logiciel automatisé 24 h/24 et 7 j/7. Il identifie et retire tout contenu qui enfreint nos conditions d'utilisation, y compris les avis qui ne se basent pas sur des expériences authentiques. Nous sommes conscients que nous ne pouvons pas tout détecter, et vous pouvez nous signaler tout élément qui aurait pu nous échapper. En savoir plus

Lisez les avis des autres

Noté 5 sur 5 étoiles

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.

Noté 5 sur 5 étoiles

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... Voir plus

Noté 4 sur 5 étoiles

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... Voir plus

Noté 5 sur 5 étoiles

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... Voir plus

À propos de l'entreprise

  1. Planificateur financier
  2. Service de finances alternatives
  3. Compagnie d'assurance vie
  4. Consultant immobilier
  5. Consultant fiscal

Écrit par l'entreprise

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.


Coordonnées de contact

4,8

Excellent

TrustScore 5 sur 5

55 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Aucun historique récent de demande d’avis

Cette entreprise n’a pas récemment invité ses clients à l'évaluer, donc les avis ne sont peut-être pas représentatifs.

Comment cette entreprise utilise Trustpilot

Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.

4,8

Tous les avis

(55)

0 avis reçus au cours des 12 derniers mois

Écrire un avis
Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

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 juin 2023
Noté 5 sur 5 étoiles

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 mai 2023
Noté 5 sur 5 étoiles

Just my 2 cents...

Friendly, fast, efficient, and professional! David cares about creating relationships with his clients.

24 avril 2023
Avis spontané
Noté 5 sur 5 étoiles

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 avril 2023
Avis spontané
Noté 5 sur 5 étoiles

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 février 2023
Noté 5 sur 5 étoiles

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 décembre 2022
Noté 5 sur 5 étoiles

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 décembre 2022
Logo de David Disraeli, President 360NetWorth, Inc.

Réponse de David Disraeli, President 360NetWorth, Inc.

Thank you Dan. I've enjoyed working with you both. Looking forward to more progress in the future!

Noté 5 sur 5 étoiles

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 décembre 2022
Logo de David Disraeli, President 360NetWorth, Inc.

Réponse de David Disraeli, President 360NetWorth, Inc.

I appreciate your remarks. I really enjoy working with people serving our country!

Noté 5 sur 5 étoiles

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 décembre 2022
Logo de David Disraeli, President 360NetWorth, Inc.

Réponse de David Disraeli, President 360NetWorth, Inc.

I appreciate your thoughts! I hope the new year brings us more planning opportunities.

Noté 5 sur 5 étoiles

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 décembre 2022
Noté 5 sur 5 étoiles

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 juin 2022
Noté 5 sur 5 étoiles

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 avril 2022
Noté 5 sur 5 étoiles

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 octobre 2022
Noté 5 sur 5 étoiles

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 octobre 2022
Noté 5 sur 5 étoiles

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 octobre 2022
Logo de David Disraeli, President 360NetWorth, Inc.

Réponse de David Disraeli, President 360NetWorth, Inc.

Thank you Jim, you are both a pleasure to work with!

Noté 5 sur 5 étoiles

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 août 2022
Noté 5 sur 5 étoiles

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 février 2022
Logo de David Disraeli, President 360NetWorth, Inc.

Réponse de David Disraeli, President 360NetWorth, Inc.

Thanks Zeena! You guys are great to work with.

L’expérience Trustpilot

Tout le monde peut écrire un avis Trustpilot. Les auteurs d'avis peuvent les modifier ou les supprimer à tout moment et les avis sont affichés tant que les comptes utilisateurs respectifs sont actifs.

Les entreprises peuvent utiliser nos invitations automatiques pour collecter des avis. Ils sont accompagnés du statut « Vérifié » pour indiquer qu'il s'agit d'expériences authentiques.

En savoir plus sur les différents types d'avis.

Nous avons des personnes dédiées et des technologies intelligentes pour nous aider à protéger notre plateforme. Découvrez comment nous combattons les faux avis.

En savoir plus sur le parcours des avis sur Trustpilot.

Voici 8 conseils pour écrire des avis de qualité.

La vérification permet de s'assurer que des personnes réelles écrivent les avis que vous lisez sur Trustpilot.

Offrir des incitatifs en échange d'avis ou demander des avis de manière sélective peut fausser le TrustScore, ce qui va à l'encontre de nos conditions d'utilisation.

En savoir plus