David Disraeli, President 360NetWorth, Inc.Reviews of 360networth.com

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) IRS approval in record time!

David was able to get my nonprofit approved by the state in 4 hours and the IRS in 4 weeks!! Record time for both!!

David has been nothing but pleasant and helpful since our first phone call! He is extremely knowledgable and knows how to help his clients every step of the way. He even offered to meet us closer to our home to sign our documents for our Trust, and we will be using him for Financial planning as well. He's the best.

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 answering questions (no matter how many times I asked them) was greatly appreciated. Additionally, he prepared and educated us regarding other documents we needed to get our affairs in order.

David demonstrates remarkable patience and adept listening skills, tailoring his assistance to our unique circumstances. He remains highly responsive and genuinely helpful throughout our interactions. With a deep understanding of the industry, he extends his support beyond the expected scope, proving valuable in various situations.

I recently worked with David to establish a trust, draft a will, and transfer property deeds, and I couldn't be more pleased with his exceptional service. David's expertise, combined with his friendly and courteous approach, made the process seamless and even enjoyable. His ability to explain complex concepts with humor added a personal touch that set him apart. I highly recommend David to anyone in need of estate planning services; his professionalism, responsiveness, and good-natured approach make him a standout choice. I would gladly use his services again in the future.

David Disraeli is amazing. He helped my husband and I with our LLC and Estate Planning. He was available to answer any of our questions at any time of the day including the weekends. He has an amazing personality and professional tone. We strongly recommend anyone to hire him for whatever they are needing help with. You will learn quickly that he goes above and beyond for his clients making them his number one priority.

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.