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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.
Reviews 55
CS
Jan 01,2025David is professional, consistently demonstrating a strong commitment to delivering quality results. He handled everything efficiently and ensured that the job was completed promptly. I really appreciate his thorough approach and quick turnaround.
Rebecca
Oct 26,2024As a first-generation immigrant and real estate investor, I’ve navigated the complexities of the industry for years without the level of asset protection I truly needed. Working with my Chief Financial Officer to set up a series LLC and a trust was a game-changer. His expertise and guidance brought a long-awaited sense of relief, knowing that my assets are finally shielded against potential liabilities. He didn’t just stop at asset protection; he also ensured that my financial planning included a will and power of attorney, covering everything in the event of my death. It’s reassuring to know that my affairs are set up properly for the future, even though I’m currently unmarried without children, my immediately family will be taken care of. However, I now have peace of mind knowing everything is in place for when I do start a family and my assets protected. I’m grateful for his dedication in securing my financial future.
Juli Van Vliet
Sep 21,2024If I could give David more stars I certainly would. Great job with my trust. Very knowledgeable, very pleasant to work with, very prompt with responses via text, phone and email. I would highly recommend David to create the best Family Trust to fit all your needs. Thanks David!!!
Beth Morris
Sep 17,2024Superb business ethics, knowledge and go to person.
Pat H
Aug 22,2024David was very caring and went beyond I what I would have expected for his service. It was fast and completed with no problems. HIs review of our trust was unexpected and put me feel thoroughly at ease with having him help with our property deeding. Thanks David.
MD.
Jun 07,2024He 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!
tracy dickey
May 28,2024David was able to get my nonprofit approved by the state in 4 hours and the IRS in 4 weeks!! Record time for both!!
Kelli Antoniuk
May 07,2024David 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.
Julie Bowse
May 03,2024We 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.
Kitty C
Apr 30,2024David 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.
Praveen
Jan 26,2024I 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.
Melissa Ann Munoz
Sep 22,2023David 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.
Whitney
Aug 30,2023I 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.
Alan
Aug 27,2023David 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.
DASHAWN THOMAS
Jul 18,2023Very knowledgeable and helpful with our journey. He went above and beyond as our advisor will definitely be using again and highly recommended individual!
Vu Nguyen
Jul 08,2023Mr. Disraeli spent much time reviewing our finances and provided great professional advice and experience. Very thorough and genuinely shows interest in improving and preserving your financial status.
Victor Sevier
Jun 30,2023Mr. David Disraeli was so friendly and knowledgeable about the many questions we had on wills and financial advice. His professional and work ethic was so refreshing. Highly recommend Mr. Disraeli
Robert F
Jun 21,2023David is very knowledgeable and very helpful. I would definitely recommend his services to anyone needing his assistance.
Carla Staufert-Sevier
Jun 21,2023Mr. Disraeli services were very professional and very informative. He took time to explain the process of making a will and the different additional documents. He was patient and answered all my questions. He was proactive and contacted me to make sure I reviewed all the documents before our appointment. He accommodated my schedule and was willing to meet me outside his office due to the distance I had to travel. During our appointment I had questions concerning other financial matters and he was willing to hear my concerns and advice me on the next steps. He is very knowledgeable and gave me peace of mind concerning my situation. He is very friendly and a blessing to have met him. I definitely recommend him for financial planning and trusts.
Donna Prilop
Feb 19,2025David 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.