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.

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.

Thorough and easy to work with David is very thorough, clear in his communication, and easy to work with. He spent a lot of time getting to know us and our goals to ensure that we would get the most out of his tools and services. His dedication was on full display when he kept an appointment during the holiday season despite losing water during a freeze - thanks David!

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.

Great experience and very professional We absolutely love our services with David. He was willing to walk us through step by step for future issues to save us money and always there for questions. We would definitely recommend his services!