"helpful and experienced"

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.

"A+ Experience with David's Estate Planning Services"

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!"

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.

"Highly recommend!"

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.

"David was quick and very efficient in…"

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.

"Very knowledgeable and helpful with our…"

Very knowledgeable and helpful with our journey. He went above and beyond as our advisor will definitely be using again and highly recommended individual!

"Thorough, diligent and thoughtful"

Mr. 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.

"Need Financial Planning"

Mr. 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

"David is very knowledgeable and very…"

David is very knowledgeable and very helpful. I would definitely recommend his services to anyone needing his assistance.

"Awesome service from Mr. Disraeli"

Mr. 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.