Reviews
4.9 Over 64 Reviews
trustpilot
I reached out to David for somewhat of a unique situation and while he couldn't help me directly, he went out of his way to connect me with someone who could. Not just a referral either, he made personal introductions and followed up afterwards. You just don't see that level of care in the financial industry these days so I was really grateful (thank you). Plus, he's a wealth of knowledge. Definitely the kind of guy you want in your circle.
trustpilot
David was quick and very efficient in preparing my father's will, along with other documents. Great communication and understanding definitely gave my dad peace of mind. Highly recommend.
trustpilot
Very knowledgeable and helpful with our journey. He went above and beyond as our advisor will definitely be using again and highly recommended individual!
trustpilot
Mr. Disraeli spent much time reviewing our finances and provided great professional advice and experience. Very thorough and genuinely shows interest in improving and preserving your financial status.
trustpilot
Mr. David Disraeli was so friendly and knowledgeable about the many questions we had on wills and financial advice. His professional and work ethic was so refreshing. Highly recommend Mr. Disraeli
trustpilot
Mr. Disraeli services were very professional and very informative. He took time to explain the process of making a will and the different additional documents. He was patient and answered all my questions.
He was proactive and contacted me to make sure I reviewed all the documents before our appointment.
He accommodated my schedule and was willing to meet me outside his office due to the distance I had to travel. During our appointment I had questions concerning other financial matters and he was willing to hear my concerns and advice me on the next steps. He is very knowledgeable and gave me peace of mind concerning my situation. He is very friendly and a blessing to have met him.
I definitely recommend him for financial planning and trusts.