Yelp
Jeff L – Avery Ranch march 2020
Highly recommended..
My wife and I needed a revised will, life Insurance and exit strategy for when we die one day as they say it’s guaranteed…
David came highly recommended from a mutual friend. We not only put together a new will, Life Insurance changes but also navigated the complex things such as letters of instruction to trustees, attorneys and now we sleep well that those I leave behind will be well taken care of.
If I could give 10 stars I would.
Thanks David!
Jeff Lewis
I met David in a very hard time in my life and family’s life. My mother had fallen ill and she needed to update her will from hand written notes she had put together over the years. He was very kind and patient through the entire process with her and also with the rest of the family. His work gave us the ability to focus on the things that were important to us as a family and not the legalities that come with some one passing.
now, eight months later he is helping my husband and I with contracts and insurance for our LLC and setting up a new company. I would recommend David to anyone. He is the best!
David was very thorough and patient. It was my first time working with a financial planner but he took me though all the steps. I know a lot of people who have put off important things like wills and power of attorney, etc. I had a rather complicated profile but he did not give up on me and within a day or 2 after he had all the information, (about a day and a half) I was sent a very clear work sheet to use as I wish. I think he’s great! Now I have to go get a will and a POA done. :-).
Joy Z. Dallas/Fort Worth April 2019
I met David Disraeli while looking for help in setting up a Texas Series LLC for Buy and Hold Residential Real Estate. At first, I was apprehensive as I had spoken to a couple of attorneys and found the cost to be extremely expensive. I came across David through YouTube videos and made contact. I found David easy to work with and his prices reasonable. He always returned my emails promptly with a phone call or a response within the same day. My Texas series was set up quickly and professionally, a comprehensive operating agreement was sent promptly via Dropbox once the LLC formation was complete. When it was time to set up the first series, he acted quickly with the required documents. I am very satisfied with his services and glad we met. When the time comes for other legal matters, I will not hesitate to contact him.
ylor Brenis2 reviews8 months agoDavid is awesome to work with. He was very patient with me explaining everything in detail when I didn’t understand. I would definitely recommend working with him.Reply1
Colum Malcolmson1 review9 months agoDavid is an extremely knowledgeable person who is 100% devoted to his clients needs. From LLC’s, Insurance Policies, financial planning, and much more, I highly recommend The Personal CFO.Reply1
Marty Treviño 11 months ago – David was very thorough and patient. It was my first time working with a financial planner but he took me though all the steps. I know a lot of people who have put off important things like wills and power of attorney, etc. I had a rather …MoreReply1
Cody Fisher1 review9 months agoI have used David’s services for setting up a series LLC, Power of Attorney, Personal Trust, and An Estate Will. He is VERY knowledgeable and an absolute pleasure to work with. I would highly recommend his services.ReplyLike
Bill C.50 reviews · 19 photos8 months agoDavid provides great personal service with a genuine concern for your financial future. You owe it to yourself to atleast have a conversation with him to see if you can benefit from his years of experience.Reply1
Eric Stauffacher1 review 2 years ago. In having been recently laid of from a corporation after nearly 14 years tenure, I decided I would take a different direction in life and become a real estate investor. In setting up my business I consulted David for advice in establishing …More
Weldon Henson3 reviews2 years agoDavid is very thorough and detailed oriented with his work. He takes the extra step to make sure you understand exactly what you are getting done. I highly recommend his services!ReplyLike
Paul Mc 7 reviews · 5 photos 2 years agoDavid is extremely knowledgeable and a true professional. My wife and I recently used his services to help us walk through retirement decisions. We expected a lot and he gave us more. We will continue to use him at minimum on an annual basis to make sure we stay on track.
Amir Memic 9 reviews · 1 photo 9 months agoDavid is professional and takes his time to get to know his clients. Look forward to using his services in the years to come.Reply1
JT Salinas II 1 review 2 years ago. Outstanding Service, thank you David. I searched many consultants, cpa’s, attorney’s, book keepers etc, over many years and David put the package all together in a seamless manner, I can sleep more peaceful at night now, thanks again.Reply1
Jay S 4 reviews 2 years ago David Disraeli from “The Personal CFO” is an outstanding financial consultant! He helped us with all of our estate planning needs and helped us reduce personal risk from our rental properties. …More