David was consulted by my husband and I when we were starting a new business. He helped us understand what we needed financially, recommended a very competent accountant to manage our books, helps us walk through some of the key scenarios to be successfully, and finally helped us find our first client. He really went above and beyond, and we are grateful that not only is he our trusted financial advisor, he has become a great friend!
David Disraeli is smart, hard working, and awesome at following through. Being new to the state, we weren’t sure what documents were necessary for estate planning. He made sure we each had a will and power of attorney . And he was VERY affordable and VERY quick. The delay was on our end because we had to get the documents notarized, with two witnesses, which was hard to do for us. He politely, yet dillegently, followed up, again and again, until he personally went with us to a notary that would witness the signature and he also served as a witness. He double and triple checked each document was complete and correct, and then took the documents to scan into an electronic vault for safe keeping. I highly recommend David, he is awesome!
I met David Disraeli through a mutual friend. Although I am in the financial services business myself, I was referred because David is an expert in estate planning and I am not. He also handles alternative investments which help offset the risk of owning stocks. I could not be more pleased with the relationship and I would highly recommend him to others..
David did the estate planning for my 84 year old father. He went above and beyond the call of duty. David showed true care and concern for my dad throughout the process. David was persistent and very engaged every step of the way.
David even wrote a book about dealing with aging parents so his knowledge and expertise goes far beyond drafting the necessary documents. He also has experise in financial planning which can be a huge benefit to his clients.
I highly recommend David for those needing help with estate planning, financial planning or both. Don’t put it off, give David a call and receive excellent counsel and service to help meet your needs.
David has helped myself and my parents with complex estate planning issues. He is patient and one of the most competent financial professionals I have met.
Bob Cedar Park
David let me know exactly what to expect if our loved one dies and what documents we will need to make things much easier afterward. His advice really gave me peace of mind.