David Disraeli Client Testimonials

Reviews
  • Carmen P.

    3/17/2017

    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!

     
    Curly H.
    • Curly H.
    • Austin, TX

    3/17/2017

    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!

  • Larry R.
    • Larry R.
    • Aubrey, TX
    • 0 friends
    • 1 review

    6/29/2016

    My family has trusted David for over 20 years to give sound advice about investments, wills, and other financial matters.  I highly recommend him for his ethical approach and advice.

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  • Charles W.
    • Charles W.
    • Austin, TX
    • 0 friends
    • 1 review
    5/28/2016

    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..

      • San Antonio, TX
      • 0 friends
      • 6 reviews

      7/23/2016

      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.

       
    • Robert T.
      • Robert T.
      • Cedar Park, TX
      • 0 friends
      • 5 reviews

      7/6/2016

      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

    • Ruth S.
      • Ruth S.
      • Highland Village, TX
      • 0 friends
      • 2 reviews

      6/22/2016

      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.

 

June 15, 2016

I met David Disraeli through a mutual friend. 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.

Tom C. Round Rock

June 14, 2016

Al J.David was very helpful in developing wills and Power of Attorney documents for my wife and I. We feel very confident that our family will have everything they need to fulfill our final request. Thanks David for all your help.

6/2016
I have known David for over 5 years now and he has always exemplified quality professionalism and great depth of knowledge in the financial markets. He has extensive experience with investment management, asset allocation, financial and retirement planning, as well as estate planning. Moreover, he is highly ethical and a valued trusted advisor.
9/2011

Greg M.David was contracted to update my parents’ will and estate planning. Everyone concerned was pleased with the final product, and I believe the analysis was thorough. There were a number of areas we might have overlooked had we not consulted with him.

6/2011

Thank you David for the heads up on how to buy the least expensive term insurance.  It came back cheaper than you expected!

Skip F. 

5/2011

Mr. Disraeli, who owns the site www.pcfo.net, completely changed my thinking about 401k plans and tax deferred investing. I never really thought about the fact that tax rates could be, and probably will be much higher when I go to withdraw money from these accounts. Now have started a pool of tax free cash I can draw upon regardless of what tax rates do.

5/2106

I have used David Disraeli to update my estate plan.  He was thorough and highly knowledgeable.  He explained things well and caused me to think about issues that were important but never crossed my mind.  If it were not for David I may still not have an estate plan.

Laura C. Lewisville, TX

6/23/16

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.

Ruth S. Highland Village TX

6/2011 

  • I am 23 years old and just inherited a fair amount of money. My dad suggested that I sit down with Mr. Disraeli and learn about investing instead of just asking him to handle the money. Now I have a very solid understanding of my investment options and things to think about for the future. Thank you David  
  • 6/2011

    My husband and I have used David for years.  He is a true professional and is always patient.  We have used him for retirement planning and insurance.

    Merna D.Austin, TX

    6/2011
    As a parents of four college-bound kids, my wife and I had no idea how we were going to pay for their education. Fortunately, a friend recommended  that I attend one of Mr. Disraeli’s workshops. Afterwards, we sat down with him where he explained the ins and outs of the  financial aid process, including how to estimate how much aid we would  qualify for. One thing that really surprised us was discovering that our rent house would cost us aid dollars. At least now, thanks to David, we know what we’re facing and can plan accordingly.
    • Fred W. Cedar Park, TX