"David was very helpful in helping us…"

David was very helpful in helping us redo our will, set up a trust and an LLC. He was very knowledgeable and has been able to offer us advise on many things. I highly recommend his expertise.

"David was great to work with"

David was great to work with. He helped and directed me on all my questions. He was prompted to assist and get it done.

"I worked with David for a few years now…"

I worked with David for a few years now and had a great experience in setting up my entities. Fast, not expensive, quality service. Thanks David!

"Thank you, David Disraeli!"

I had postponed establishing a Family Trust all these years. I am glad we found David and am now relieved that he helped us get the Trust done.

David was quick to respond via texts, phone, and/or email to all my questions very promptly. He also assured me that I could contact him with any questions or doubts that may arise in the future. That is so important for clients; particularly in matters such as Trusts. Dealing with lawyers/attorneys is not easy. David made it easy. I believe he charged a fair price for his work.

In addition, he patiently obliged my request to wear a mask during our meetings. Thank you, David

"Highly recommend"

David has been great with helping us plan for retirement and get life insurance. It's been a pleasure working with him.

"Hire David. Don’t look any further."

I highly recommend David. As someone that had no real idea what I was doing for my corporate structure, David was patient and explained the entire process in a simple manner. He also stayed on top of me and made sure we made it to the finish line.

"Trust documents"

I have known David for 2 years and he has always delivered great service. David did a will, trust, and power of attorney for me and my parents. I had to contact him again to handle my house trust deed because we refinanced our house. I didn't know much about what a warranty deed was, and he explained it to me. He always offers great advice when dealing with the documents he composed for me and before he issues advice, he will research the topic before providing the advice. David has always been a pleasure to work with!!

"Trust/LLC"

David has been great with us. He has helped us form a trust and a series LLC. I'm going to use him to make a will also. Every question answered in a timely fashion. Great price for the amount of work put into everything. I will be using David for a long time.

"David is a brilliant advisor"

David is a brilliant advisor. Estate planning, liability protection, and financial literacy is only a few of his many abilities. Also, a really great guy altogether. Pricing for his services is very reasonable and genuinely cares about his clients and partners 👍

"David helped my husband and I with…"

David helped my husband and I with business organization and started another business. He is very professional and full wisdom. Very pleased