Reviews
4.9 Over 67 Reviews
trustpilot
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.
trustpilot
The support I received from David far exceeded my expectations. He was very professional and was always available to take my call. I highly recommend David for you estate planning services. He was too notch to say the least! JR
trustpilot
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.
trustpilot
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.
trustpilot
David was quick and very efficient in preparing my father's will, along with other documents. Great communication and understanding definitely gave my dad peace of mind. Highly recommend.
trustpilot
Very knowledgeable and helpful with our journey. He went above and beyond as our advisor will definitely be using again and highly recommended individual!