"David Disraeli for solid business and financial advice"

I have known David Disraeli for over 25 years and respect his business acumen and solid financial advice. David has the ability to clearly explain complex financial concepts and present a solid plan of action. I highly recommend him.

"I have known and worked with David for…"

I have known and worked with David for almost 20 years. He has given me some very good and sound financial advice during that time. One of his gifts is the ability to explain reasons why things are happening and Alternatives in a timely manner. He also has a great ability to make holistic recommendations based on the sum of the parts toward a great resolution. He has also helped my parents in their estate planning and they were very satisfied as well. I highly recommend him.

"Series LLC and asset protection"

The best company to get your financial paperwork and asset protection in check. I needed help with Series LLC and David guided through all steps. He helped to set a trust, Series LLC and will/power of attorney. He got all real estate deeds properly transferred to Series LLC, and even acts as registered agent. The best service and very very reasonable price.

"David Disraeli has been a terrific…"

David Disraeli has been a terrific resource for us over the past year in helping us with both financial and estate planning. He is extremely knowledgeable and personable and has gone well above expectations in customizing personalized services as we were seeking advice in long-term strategies that fit our unique financial needs and future estate-planning concerns. It has been a pleasure to have his counsel and we expect to continue a long-time relationship. Hat's off to David especially in a market where finding the combination of professionalism, integrity and a true desire to help clients is so very important. We have been so impressed with David, that he now also is helping to manage our daughter and her husband's future financial and estate affairs.

"I have known and trusted David for 20+…"

I have known and trusted David for 20+ years, and highly recommend him.