Sophia W.
2022-10-21 12:18:37
David has provided us with advice on and off the last several years, and he is very knowledgeable in financial matters. Definitely recommend him.
Lacey W.
2022-05-09 16:50:05
I'm really happy and thankful I found David. I had no idea where to start with an inherited IRA, and the purchase of a house. He brought up points I never...
Sam K.
2021-09-27 23:14:50
Reached out to David to help setup a LLC for our business in TX. He has just been great to work with! David went and beyond and proactively reached out to...
Wendy H.
2021-04-16 08:25:39
David went above and beyond with helping us set up our LLC, life insurance, and wills. He provided some amazing software to walk us through our retirement...
Chris W.
2021-04-15 13:34:31
I was really happy with the knowledge, personal attention, and the level of service that I got when I contacted 360 Net Worth and worked with David.I am a...
Amir M.
2019-02-22 05:31:30
David and I were in sync day 1 and quickly got things moving to open a Series LLC. He is very knowledgeable and personable so it made the process that much...